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; Float r... | $238,631 |
FORDHAM & CO LLP1 year Filed as: FORDHAM GOODFELLOW, LLP Service code 10 · EIN 93-1298398 | Accounting | $48,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,644 | $56,095+1.0% | $178,490-68.3% | $90,288-37.3% |
| Participation rate | 85.7% | 65.6%+20.2pp | 81.9%+3.8pp | 73.4%+12.4pp |
| Annual return | 13.98% | 28.81%-14.8pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $30 | $1,572-98.1% | $5,011-99.4% | $2,524-98.8% |
| Participant deferral / active EE | $5,490 | $2,669+105.7% | $5,202+5.5% | $4,232+29.7% |
| Admin fee / account holder | $187 | $101+85.8% | $13,984-98.7% | $114+63.9% |