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 | Investment management; Sales loads (f... | $1,420 |
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 | $155,854 | $44,873+247.3% | $79,464+96.1% | $56,287+176.9% |
| Participation rate | 98.1% | 68.7%+29.4pp | 73.3%+24.8pp | 69.9%+28.3pp |
| Annual return | -4.47% | 0.81%-5.3pp | 718.14%-722.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $11,447 | $2,140+435.0% | $2,800+308.8% | $2,111+442.3% |
| Participant deferral / active EE | $9,440 | $2,746+243.8% | $3,704+154.9% | $3,350+181.8% |
| Admin fee / account holder | $6 | $418-98.5% | $5,113-99.9% | $521-98.8% |