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 | Float revenue; Participant communicat... | $488,373 |
CURCIO WEBB6+ years Service code 16 · EIN 36-4171366 | Consulting | $90,029 |
NATIONAL FINANCIAL SERVICES4 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 | $160,838 | $124,049+29.7% | $95,952+67.6% | $93,223+72.5% |
| Participation rate | 80.2% | 88.4%-8.2pp | 77.1%+3.1pp | 74.9%+5.3pp |
| Annual return | 18.17% | 22.17%-4.0pp | 91.61%-73.4pp | 19.29%-1.1pp |
| Employer contribution / active EE | $3,847 | $3,478+10.6% | $2,541+51.4% | $2,680+43.6% |
| Participant deferral / active EE | $6,083 | $6,147-1.0% | $4,167+46.0% | $4,563+33.3% |
| Admin fee / account holder | $90 | $73+23.7% | $6,795-98.7% | $79+13.5% |