Filed July 24, 2013
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 | Finders' fees / placement fees; Claim... | $16,520 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $40,396 | $37,134+8.8% | $100,671-59.9% | $52,331-22.8% |
| Participation rate | 94.4% | 57.7%+36.7pp | 70.7%+23.7pp | 68.1%+26.3pp |
| Annual return | 0.02% | 0.10%-0.1pp | 20.43%-20.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $853 | $1,187-28.2% | $4,012-78.8% | $1,882-54.7% |
| Participant deferral / active EE | $3,121 | $2,163+44.3% | $3,144-0.7% | $3,022+3.3% |
| Admin fee / account holder | $14 | $467-97.0% | $4,850-99.7% | $592-97.6% |