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 | Distribution (12b-1) fees; Participan... | $7,265 |
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 | $86,305 | $47,126+83.1% | $149,673-42.3% | $74,419+16.0% |
| Participation rate | 95.2% | 63.4%+31.8pp | 78.8%+16.4pp | 70.7%+24.4pp |
| Annual return | 17.21% | 22.75%-5.5pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $9,440 | $2,728+246.1% | $5,680+66.2% | $4,528+108.5% |
| Admin fee / account holder | $11 | $343-96.8% | $13,210-99.9% | $348-96.9% |