Filed February 11, 2011
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 |
|---|---|---|
NATIONAL FINANCIAL PARTNERS1+ years Service code 27 300 EXECUTIVE CENTER DR. · GREENVILLE, SC 29615 | Advisory (Plan) | $9,734 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $15,240 | $41,854-63.6% | $73,843-79.4% | $52,331-70.9% |
| Participation rate | 85.3% | 66.2%+19.0pp | 73.4%+11.8pp | 68.1%+17.2pp |
| Annual return | -0.77% | 2.11%-2.9pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $837 | $1,920-56.4% | $2,787-70.0% | $1,882-55.5% |
| Participant deferral / active EE | $1,200 | $2,498-52.0% | $3,583-66.5% | $3,022-60.3% |
| Admin fee / account holder | $45 | $493-90.8% | $4,880-99.1% | $592-92.4% |