Filed June 12, 2008
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; Parti... | $196,516 |
MONETA GROUP LLC2+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 29 · EIN 20-1903821 | Legal | $50,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $63,197 | $85,635-26.2% | $123,892-49.0% | $63,975-1.2% |
| Participation rate | 77.4% | 74.9%+2.5pp | 81.4%-4.0pp | 71.1%+6.3pp |
| Annual return | 12.06% | 15.74%-3.7pp | 47.52%-35.5pp | 48.65%-36.6pp |
| Employer contribution / active EE | $2,427 | $3,076-21.1% | $4,617-47.4% | $2,182+11.2% |
| Participant deferral / active EE | $8,633 | $5,667+52.3% | $5,984+44.3% | $3,356+157.2% |
| Admin fee / account holder | $147 | $75+96.4% | $8,357-98.2% | $70+108.9% |