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 | Recordkeeping fees; Float revenue; Cl... | $3,325 |
NATIONAL FINANCIAL SERVICES6+ 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 | $87,617 | $52,293+67.6% | $178,490-50.9% | $73,409+19.4% |
| Participation rate | 91.9% | 65.3%+26.6pp | 81.9%+10.0pp | 72.2%+19.7pp |
| Annual return | 11.83% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,415 | $2,332+217.9% | $5,202+42.5% | $3,805+94.8% |
| Admin fee / account holder | $6 | $127-95.6% | $13,984-100.0% | $158-96.5% |