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 | Recordkeeping and information managem... | $21,326 |
NATIONAL FINANCIAL SERVICES3+ 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 | $40,667 | $45,324-10.3% | $122,332-66.8% | $69,631-41.6% |
| Participation rate | 80.8% | 59.9%+20.9pp | 71.6%+9.2pp | 70.7%+10.1pp |
| Annual return | 17.40% | 25.35%-7.9pp | 30.27%-12.9pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $747 | $1,230-39.2% | $4,050-81.6% | $2,032-63.2% |
| Participant deferral / active EE | $2,527 | $2,367+6.8% | $3,287-23.1% | $3,224-21.6% |
| Admin fee / account holder | $69 | $87-20.9% | $5,478-98.7% | $110-37.7% |