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 | Shareholder servicing fees; Finders' ... | $20,703 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,859 | $66,124+262.7% | $90,404+165.3% | $73,488+226.4% |
| Participation rate | 98.5% | 69.7%+28.8pp | 72.7%+25.8pp | 70.7%+27.8pp |
| Annual return | 18.65% | 17.65%+1.0pp | 1293.02%-1274.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $14,795 | $2,346+530.5% | $3,262+353.5% | $2,270+551.7% |
| Participant deferral / active EE | $12,356 | $3,039+306.6% | $3,963+211.8% | $3,740+230.4% |
| Admin fee / account holder | $92 | $396-76.7% | $5,611-98.4% | $513-82.0% |