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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,994 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $4,460 |
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 | $60,257 | $61,660-2.3% | $80,019-24.7% | $64,186-6.1% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.8pp | 69.6%+28.1pp |
| Annual return | -4.34% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,275 | $1,810+136.1% | $2,468+73.2% | $2,381+79.6% |
| Participant deferral / active EE | $4,629 | $2,968+56.0% | $3,686+25.6% | $3,470+33.4% |
| Admin fee / account holder | $99 | $5,417-98.2% | $6,521-98.5% | $4,888-98.0% |