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 | Distribution (12b-1) fees; Shareholde... | $232,321 |
DWIGHT MILLER1 year Filed as: DWIGHT J MILLER Service code 16 · EIN 21-3660969 | Consulting | $19,420 |
MSL, P.A.4 years Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $10,750 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,346 | $47,456+10.3% | $172,739-69.7% | $77,787-32.7% |
| Participation rate | 47.2% | 66.3%-19.1pp | 82.6%-35.5pp | 73.2%-26.0pp |
| Annual return | 21.46% | 35.57%-14.1pp | 802.84%-781.4pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1 | $1,574-99.9% | $5,143-100.0% | $2,504-99.9% |
| Participant deferral / active EE | $2,192 | $2,560-14.4% | $5,198-57.8% | $3,967-44.8% |
| Admin fee / account holder | $106 | $81+31.3% | $13,954-99.2% | $100+6.1% |