Filed January 31, 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 |
|---|---|---|
CURCIO WEBB4+ years Service code 16 · EIN 36-4171366 | Consulting | $86,068 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $48,709 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,802 | $78,852+51.9% | $76,768+56.1% | $75,289+59.1% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.3pp |
| Annual return | -4.59% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,468 | $2,794+59.9% | $2,485+79.8% | $2,405+85.8% |
| Participant deferral / active EE | $6,743 | $4,800+40.5% | $3,852+75.1% | $3,739+80.3% |
| Admin fee / account holder | $22 | $79-71.6% | $6,675-99.7% | $102-78.1% |