Filed January 4, 2008 (most recent of 3 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 | Distribution (12b-1) fees; Recordkeep... | $170,467 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $141,696 | $54,890+158.1% | $63,517+123.1% | $59,188+139.4% |
| Participation rate | 91.2% | 75.6%+15.6pp | 71.0%+20.2pp | 69.4%+21.8pp |
| Annual return | -0.28% | 4.56%-4.8pp | -70.30%+70.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $5,507 | $1,831+200.8% | $2,322+137.2% | $2,098+162.5% |
| Participant deferral / active EE | $5,455 | $2,803+94.7% | $2,953+84.7% | $3,265+67.1% |
| Admin fee / account holder | $91 | $66+38.1% | $5,892-98.4% | $92-0.9% |