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 | Participant communication; Participan... | $220,502 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $143,831 | $58,758+144.8% | $70,014+105.4% | $63,975+124.8% |
| Participation rate | 99.2% | 77.5%+21.7pp | 71.8%+27.3pp | 71.1%+28.0pp |
| Annual return | 7.22% | 18.05%-10.8pp | 12.99%-5.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $6,082 | $1,973+208.3% | $2,338+160.1% | $2,182+178.8% |
| Participant deferral / active EE | $6,360 | $2,912+118.4% | $2,931+117.0% | $3,356+89.5% |
| Admin fee / account holder | $113 | $71+58.8% | $4,380-97.4% | $70+60.1% |