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 and information managem... | $7,776 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,036 | $46,292+68.6% | $143,757-45.7% | $64,808+20.4% |
| Participation rate | 93.4% | 64.2%+29.2pp | 80.3%+13.1pp | 71.5%+21.9pp |
| Annual return | -12.23% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,568 | $2,646+223.8% | $5,637+52.0% | $4,310+98.8% |
| Admin fee / account holder | $12 | $154-92.0% | $14,673-99.9% | $188-93.5% |