Filed October 28, 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 | Participant loan processing; Particip... | $47,472 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,436 | $47,456-33.8% | $172,739-81.8% | $77,787-59.6% |
| Participation rate | 69.0% | 66.3%+2.7pp | 82.6%-13.7pp | 73.2%-4.2pp |
| Annual return | 17.93% | 35.57%-17.6pp | 802.84%-784.9pp | 32.57%-14.6pp |
| Employer contribution / active EE | $1,762 | $1,574+11.9% | $5,143-65.7% | $2,504-29.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $27 | $81-66.1% | $13,954-99.8% | $100-72.6% |