Filed November 25, 2014 (most recent of 3 filings on file)
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 | Float revenue; Finders' fees / placem... | $14,576 |
NATIONAL FINANCIAL SERVICES2 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 | $55,106 | $81,908-32.7% | $90,749-39.3% | $64,808-15.0% |
| Participation rate | 81.6% | 80.5%+1.1pp | 75.7%+5.9pp | 71.5%+10.1pp |
| Annual return | -16.01% | -12.53%-3.5pp | -12.16%-3.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,752 | $3,065-10.2% | $2,921-5.8% | $2,506+9.8% |
| Participant deferral / active EE | $2,563 | $4,840-47.1% | $4,564-43.9% | $4,310-40.5% |
| Admin fee / account holder | $18 | $157-88.7% | $8,445-99.8% | $188-90.5% |