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 | Sales loads (front end and deferred);... | $2,767 |
NATIONAL FINANCIAL SERVICES5+ 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 | $28,858 | $52,953-45.5% | $172,739-83.3% | $65,185-55.7% |
| Participation rate | 52.0% | 66.2%-14.2pp | 82.6%-30.6pp | 70.2%-18.2pp |
| Annual return | 22.23% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $597 | $2,190-72.7% | $5,143-88.4% | $2,177-72.6% |
| Participant deferral / active EE | $515 | $2,471-79.1% | $5,198-90.1% | $3,514-85.3% |
| Admin fee / account holder | $72 | $472-84.7% | $13,954-99.5% | $847-91.5% |