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 | Shareholder servicing fees; Recordkee... | $4,393 |
NATIONAL FINANCIAL SERVICES5+ 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 | $79,081 | $62,928+25.7% | $172,739-54.2% | $67,579+17.0% |
| Participation rate | 80.0% | 64.5%+15.5pp | 82.6%-2.6pp | 71.3%+8.7pp |
| Annual return | 22.92% | 30.36%-7.4pp | 802.84%-779.9pp | 378.56%-355.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,991 | $2,145+179.3% | $5,198+15.3% | $3,539+69.3% |
| Admin fee / account holder | $8 | $167-95.5% | $13,954-99.9% | $142-94.7% |