Filed April 17, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $209,641 |
Filed as: HEALTHCARE COMM. SECURITIES CORP Service code 16 | Consulting | $131,760 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,675 | $45,382-10.4% | $154,107-73.6% | $75,289-46.0% |
| Participation rate | 91.6% | 65.9%+25.7pp | 83.0%+8.5pp | 72.4%+19.1pp |
| Annual return | -4.30% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,475 | $1,533+61.5% | $5,298-53.3% | $2,405+2.9% |
| Participant deferral / active EE | $4,306 | $2,384+80.6% | $5,081-15.2% | $3,739+15.2% |
| Admin fee / account holder | $130 | $89+45.2% | $13,411-99.0% | $102+26.7% |