Filed January 9, 2017 (most recent of 3 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 8-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 | Direct payment from the plan; Claims ... | $367,022 |
THE MELTZER GROUP3+ years Service code 27 · EIN 22-3811325 | Advisory (Plan) | $75,000 |
NATIONAL FINANCIAL SERVICES3+ 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 | $37,138 | $44,989-17.5% | $170,442-78.2% | $77,958-52.4% |
| Participation rate | 99.0% | 64.6%+34.4pp | 83.6%+15.4pp | 71.6%+27.4pp |
| Annual return | 14.44% | 19.61%-5.2pp | 205.93%-191.5pp | 20.87%-6.4pp |
| Employer contribution / active EE | $798 | $1,466-45.6% | $5,433-85.3% | $2,310-65.5% |
| Participant deferral / active EE | $3,993 | $2,208+80.9% | $4,939-19.2% | $3,537+12.9% |
| Admin fee / account holder | $225 | $69+226.3% | $13,880-98.4% | $97+131.1% |