Filed June 8, 2009
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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $6,997 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,799 |
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 | $62,908 | $67,411-6.7% | $91,001-30.9% | $70,131-10.3% |
| Participation rate | 96.6% | 71.4%+25.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 48.04% | -40.16%+88.2pp | 4.60%+43.4pp | 73.14%-25.1pp |
| Employer contribution / active EE | $2,497 | $1,786+39.8% | $2,456+1.7% | $2,342+6.6% |
| Participant deferral / active EE | $4,227 | $2,823+49.8% | $3,547+19.2% | $3,332+26.9% |
| Admin fee / account holder | $96 | $4,236-97.7% | $5,417-98.2% | $4,645-97.9% |