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 | Direct payment from the plan; Finders... | $15,538 |
ORCHARD HILLS CONSULTING, LLC1+ years Service code 16 · EIN 20-0847307 | Consulting | $13,103 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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.
Employer 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 | $36,034 | $37,039-2.7% | $147,614-75.6% | $59,188-39.1% |
| Participation rate | 44.5% | 63.8%-19.3pp | 84.6%-40.1pp | 69.4%-24.9pp |
| Annual return | -0.32% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,796 | $2,094-14.2% | $4,895-63.3% | $3,265-45.0% |
| Admin fee / account holder | $13 | $60-77.7% | $11,611-99.9% | $92-85.5% |