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 | Participant loan processing; Recordke... | $457,826 |
CURCIO WEBB8+ years Service code 16 · EIN 36-4171366 | Consulting | $48,210 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,704 | $106,087+30.7% | $86,677+60.0% | $78,044+77.7% |
| Participation rate | 96.8% | 89.6%+7.2pp | 76.6%+20.2pp | 74.4%+22.3pp |
| Annual return | -16.56% | -14.87%-1.7pp | 35.91%-52.5pp | 10.87%-27.4pp |
| Employer contribution / active EE | $9,844 | $4,110+139.5% | $2,836+247.1% | $3,125+215.1% |
| Participant deferral / active EE | $8,738 | $6,851+27.6% | $4,656+87.7% | $5,084+71.9% |
| Admin fee / account holder | $71 | $81-12.6% | $7,493-99.1% | $79-10.0% |