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 | Shareholder servicing fees; Participa... | $18,649 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $36,956 | $41,281-10.5% | $109,313-66.2% | $57,658-35.9% |
| Participation rate | 91.4% | 59.3%+32.1pp | 71.3%+20.1pp | 70.2%+21.2pp |
| Annual return | 8.08% | 8.97%-0.9pp | 22.07%-14.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $772 | $1,201-35.7% | $3,892-80.2% | $1,974-60.9% |
| Participant deferral / active EE | $2,536 | $2,223+14.1% | $3,166-19.9% | $3,061-17.1% |
| Admin fee / account holder | $59 | $75-21.3% | $5,666-99.0% | $95-37.4% |