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 | Investment management; Recordkeeping ... | $236,158 |
MSL, P.A.1 year Service code 10 · EIN 59-3070669 | Accounting | $13,281 |
DWIGHT MILLER2 years Filed as: DWIGHT J MILLER Service code 16 · EIN 21-3660969 | Consulting | $6,600 |
NATIONAL FINANCIAL SERVICES6+ 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 | $57,326 | $56,095+2.2% | $178,490-67.9% | $90,288-36.5% |
| Participation rate | 44.5% | 65.6%-21.1pp | 81.9%-37.4pp | 73.4%-28.9pp |
| Annual return | 14.03% | 28.81%-14.8pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | -$0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,241 | $2,669-16.0% | $5,202-56.9% | $4,232-47.0% |
| Admin fee / account holder | $96 | $101-4.6% | $13,984-99.3% | $114-15.8% |