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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Claims proc... | $406,928 |
CURCIO WEBB5+ years Service code 16 · EIN 36-4171366 | Consulting | $44,003 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $140,327 | $117,238+19.7% | $87,100+61.1% | $82,204+70.7% |
| Participation rate | 84.4% | 87.2%-2.8pp | 76.9%+7.5pp | 73.4%+11.0pp |
| Annual return | 23.08% | 25.80%-2.7pp | 28.19%-5.1pp | 26.31%-3.2pp |
| Employer contribution / active EE | $3,819 | $3,535+8.0% | $2,521+51.5% | $2,707+41.1% |
| Participant deferral / active EE | $6,144 | $5,976+2.8% | $4,049+51.7% | $4,246+44.7% |
| Admin fee / account holder | $70 | $81-14.1% | $7,497-99.1% | $76-7.6% |