Filed January 27, 2012 (most recent of 4 filings on file)
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... | $205 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,305 | $55,453-65.2% | $170,442-88.7% | $62,292-69.0% |
| Participation rate | 46.2% | 66.4%-20.2pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 32.82% | 21.38%+11.4pp | 205.93%-173.1pp | 28.90%+3.9pp |
| Employer contribution / active EE | $513 | $2,164-76.3% | $5,433-90.6% | $2,042-74.9% |
| Participant deferral / active EE | $503 | $2,303-78.2% | $4,939-89.8% | $3,169-84.1% |
| Admin fee / account holder | $62 | $455-86.4% | $13,880-99.6% | $479-87.1% |