Filed November 14, 2012
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 | Finders' fees / placement fees; Float... | $1,130 |
NATIONAL FINANCIAL SERVICES2 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 | $162,511 | $50,637+220.9% | $86,590+87.7% | $62,292+160.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.47% | 20.80%-0.3pp | 964.84%-944.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $10,787 | $2,075+419.8% | $2,839+279.9% | $2,042+428.2% |
| Participant deferral / active EE | $8,621 | $2,611+230.2% | $3,609+138.9% | $3,169+172.0% |
| Admin fee / account holder | $5 | $413-98.8% | $4,906-99.9% | $479-98.9% |