Filed January 13, 2013 (most recent of 5 filings on file)
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 27 · EIN 47-1411118 | Advisory (Plan) | $1,972 |
FREDRICK NICHOLAS KELLEY1 year Service code 53 17110 MARCY ST. STE. 104 · OMAHA, NE 68118 | Insurance Commissions | $0 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 53 · EIN 11-2551174 | Insurance Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,679 | $89,739-42.4% | $149,718-65.5% | $62,292-17.0% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 17.15% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,126 | $3,233-34.2% | $5,445-61.0% | $2,042+4.1% |
| Participant deferral / active EE | $3,151 | $4,797-34.3% | $6,569-52.0% | $3,169-0.6% |
| Admin fee / account holder | $64 | $551-88.4% | $11,283-99.4% | $479-86.6% |