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 | Float revenue; Account maintenance fe... | $224,670 |
DWIGHT MILLER3 years Service code 16 · EIN 21-3660969 | Consulting | $18,020 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $14,000 |
MSL, P.A.3 years Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $11,847 |
NATIONAL FINANCIAL SERVICES4+ 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 | $42,742 | $45,382-5.8% | $154,107-72.3% | $75,289-43.2% |
| Participation rate | 44.7% | 65.9%-21.1pp | 83.0%-38.3pp | 72.4%-27.7pp |
| Annual return | -4.83% | -0.47%-4.4pp | 735.12%-739.9pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,020 | $2,384-15.3% | $5,081-60.2% | $3,739-46.0% |
| Admin fee / account holder | $105 | $89+18.0% | $13,411-99.2% | $102+3.0% |