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 | Participant loan processing; Float re... | $260,552 |
FORDHAM & CO LLP2 years Filed as: FORDHAM GOODFELLOW, LLP Service code 10 · EIN 93-1298398 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $59,600 | $67,512-11.7% | $185,823-67.9% | $93,030-35.9% |
| Participation rate | 86.2% | 67.1%+19.1pp | 81.7%+4.5pp | 73.9%+12.3pp |
| Annual return | 14.21% | 21.04%-6.8pp | 122.05%-107.8pp | 158.70%-144.5pp |
| Employer contribution / active EE | $2,092 | $1,783+17.3% | $5,167-59.5% | $2,706-22.7% |
| Participant deferral / active EE | $5,792 | $3,035+90.8% | $5,568+4.0% | $4,562+26.9% |
| Admin fee / account holder | $165 | $318-48.0% | $16,237-99.0% | $152+9.0% |