Filed September 6, 2016 (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 | Participant loan processing; Claims p... | $12,104 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,426 | $91,762+2.9% | $67,502+39.9% | $77,643+21.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 15.12% | 14.87%+0.2pp | 3512.12%-3497.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $6,426 | $3,181+102.0% | $2,731+135.3% | $2,726+135.8% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $11 | $176-93.9% | $3,998-99.7% | $430-97.5% |