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 |
|---|---|---|
DWIGHT MILLER2 years Service code 16 · EIN 21-3660969 | Consulting | $32,800 |
Service code 12 · EIN 13-3689044 | Float revenue; Investment management;... | $19,990 |
MSL, P.A.2 years Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $12,592 |
ORCHARD HILLS CONSULTING, LLC3+ years Service code 16 · EIN 20-0847307 | Consulting | $9,896 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $7,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: TRANSAMREERICA RETIREMENT SOLUTIONS Service code 12 | Float revenue; Finders' fees / placem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,231 | $44,989-3.9% | $170,442-74.6% | $77,958-44.5% |
| Participation rate | 45.2% | 64.6%-19.4pp | 83.6%-38.4pp | 71.6%-26.4pp |
| Annual return | 15.93% | 19.61%-3.7pp | 205.93%-190.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,871 | $2,208-15.2% | $4,939-62.1% | $3,537-47.1% |
| Admin fee / account holder | $32 | $69-53.7% | $13,880-99.8% | $97-67.2% |