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 | Finders' fees / placement fees; Claim... | $24,998 |
NATIONAL FINANCIAL SERVICES5 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 | $70,178 | $104,919-33.1% | $116,228-39.6% | $85,563-18.0% |
| Participation rate | 83.1% | 78.6%+4.5pp | 74.6%+8.6pp | 66.0%+17.2pp |
| Annual return | 15.08% | 15.38%-0.3pp | 90.06%-75.0pp | 31.51%-16.4pp |
| Employer contribution / active EE | $4,143 | $3,485+18.9% | $2,994+38.4% | $2,654+56.1% |
| Participant deferral / active EE | $4,756 | $5,306-10.4% | $4,953-4.0% | $4,375+8.7% |
| Admin fee / account holder | $35 | $429-91.8% | $11,989-99.7% | $834-95.8% |