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; Recordkeeping fees; Fi... | $464,048 |
CURCIO WEBB9+ years Service code 16 · EIN 36-4171366 | Consulting | $61,738 |
NATIONAL FINANCIAL SERVICES7 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 | $164,076 | $118,464+38.5% | $96,544+69.9% | $103,482+58.6% |
| Participation rate | 100.0% | 89.0%+11.0pp | 76.0%+24.0pp | 73.3%+26.7pp |
| Annual return | 20.01% | 18.79%+1.2pp | 25.84%-5.8pp | 33.11%-13.1pp |
| Employer contribution / active EE | $10,860 | $4,210+157.9% | $2,965+266.3% | $3,208+238.6% |
| Participant deferral / active EE | $9,755 | $7,277+34.0% | $4,851+101.1% | $5,207+87.3% |
| Admin fee / account holder | $71 | $81-12.8% | $8,252-99.1% | $114-38.1% |