Filed August 11, 2008 (most recent of 2 filings on file)
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... | $72,924 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $224,553 | $61,616+264.4% | $105,722+112.4% | $55,167+307.0% |
| Participation rate | 99.2% | 72.9%+26.2pp | 78.9%+20.2pp | 69.0%+30.2pp |
| Annual return | 7.60% | 11.15%-3.5pp | 12.25%-4.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $6,272 | $3,043+106.1% | $4,079+53.8% | $1,963+219.6% |
| Participant deferral / active EE | $9,472 | $4,213+124.8% | $5,326+77.9% | $3,054+210.2% |
| Admin fee / account holder | $498 | $379+31.6% | $8,308-94.0% | $504-1.2% |