Filed May 3, 2012 (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 | Direct payment from the plan; Distrib... | $236,158 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,936 | $45,382-12.0% | $154,107-74.1% | $75,289-47.0% |
| Participation rate | 83.2% | 65.9%+17.3pp | 83.0%+0.2pp | 72.4%+10.8pp |
| Annual return | -5.28% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $538 | $1,533-64.9% | $5,298-89.8% | $2,405-77.6% |
| Participant deferral / active EE | $5,270 | $2,384+121.0% | $5,081+3.7% | $3,739+40.9% |
| Admin fee / account holder | $150 | $89+68.4% | $13,411-98.9% | $102+47.0% |