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 | Sales loads (front end and deferred);... | $5,730 |
NATIONAL FINANCIAL SERVICES7+ 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 | $97,804 | $56,485+73.2% | $185,823-47.4% | $86,799+12.7% |
| Participation rate | 92.7% | 65.5%+27.3pp | 81.7%+11.0pp | 72.3%+20.5pp |
| Annual return | 16.77% | 118.04%-101.3pp | 122.05%-105.3pp | 97.91%-81.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,466 | $2,553+231.6% | $5,568+52.0% | $4,131+104.9% |
| Admin fee / account holder | $10 | $150-93.6% | $16,237-99.9% | $170-94.4% |