Filed January 29, 2010
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 | Direct payment from the plan; Claims ... | $3,831 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,474 | $47,126+251.1% | $149,673+10.6% | $74,419+122.4% |
| Participation rate | 98.8% | 63.4%+35.4pp | 78.8%+20.0pp | 70.7%+28.1pp |
| Annual return | 15.61% | 22.75%-7.1pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $13,266 | $1,905+596.2% | $4,818+175.4% | $2,637+403.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $7 | $343-98.1% | $13,210-100.0% | $348-98.1% |