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; Float re... | $209,194 |
CURCIO WEBB9+ years Service code 16 · EIN 36-4171366 | Consulting | $11,890 |
NATIONAL FINANCIAL SERVICES7 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 | $29,485 | $104,697-71.8% | $96,544-69.5% | $80,160-63.2% |
| Participation rate | 95.9% | 86.4%+9.5pp | 76.0%+19.9pp | 72.9%+22.9pp |
| Annual return | 17.89% | 21.78%-3.9pp | 25.84%-7.9pp | 40.38%-22.5pp |
| Employer contribution / active EE | $1,679 | $3,536-52.5% | $2,965-43.4% | $2,978-43.6% |
| Participant deferral / active EE | $2,890 | $6,188-53.3% | $4,851-40.4% | $5,017-42.4% |
| Admin fee / account holder | $50 | $107-53.0% | $8,252-99.4% | $145-65.4% |