Filed June 4, 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $59,450 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $57,200 | $44,989+27.1% | $170,442-66.4% | $77,958-26.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 17.97% | 19.61%-1.6pp | 205.93%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $799 | $1,466-45.5% | $5,433-85.3% | $2,310-65.4% |
| Participant deferral / active EE | $3,323 | $2,208+50.5% | $4,939-32.7% | $3,537-6.0% |
| Admin fee / account holder | $29 | $69-57.4% | $13,880-99.8% | $97-69.8% |