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 | Investment management; Recordkeeping ... | $15,346 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $59,645 | $84,784-29.7% | $98,439-39.4% | $74,419-19.9% |
| Participation rate | 83.6% | 81.5%+2.1pp | 75.2%+8.5pp | 70.7%+12.9pp |
| Annual return | 16.73% | 20.59%-3.9pp | 21.16%-4.4pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,746 | $3,364-18.4% | $3,048-9.9% | $2,637+4.1% |
| Participant deferral / active EE | $2,757 | $5,218-47.2% | $4,738-41.8% | $4,528-39.1% |
| Admin fee / account holder | $19 | $204-90.9% | $8,948-99.8% | $348-94.7% |