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 | Recordkeeping and information managem... | $206,315 |
CURCIO WEBB8+ years Service code 16 · EIN 36-4171366 | Consulting | $23,785 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,589 | $130,141-81.1% | $86,677-71.6% | $77,904-68.4% |
| Participation rate | 95.0% | 85.9%+9.0pp | 76.6%+18.4pp | 73.7%+21.3pp |
| Annual return | -16.99% | -12.75%-4.2pp | 35.91%-52.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,640 | $3,220-49.1% | $2,836-42.2% | $2,848-42.4% |
| Participant deferral / active EE | $2,606 | $5,757-54.7% | $4,656-44.0% | $4,806-45.8% |
| Admin fee / account holder | $53 | $132-59.9% | $7,493-99.3% | $133-60.1% |