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 | Distribution (12b-1) fees; Account ma... | $21,815 |
NATIONAL FINANCIAL SERVICES4 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 | $59,337 | $92,055-35.5% | $106,213-44.1% | $77,643-23.6% |
| Participation rate | 88.5% | 81.0%+7.4pp | 75.3%+13.2pp | 70.6%+17.9pp |
| Annual return | 12.99% | 17.91%-4.9pp | 116.14%-103.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,895 | $3,367-14.0% | $3,171-8.7% | $2,726+6.2% |
| Participant deferral / active EE | $2,793 | $5,386-48.1% | $5,016-44.3% | $4,647-39.9% |
| Admin fee / account holder | $25 | $219-88.7% | $11,033-99.8% | $430-94.2% |