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; Recordke... | $252,437 |
NATIONAL FINANCIAL SERVICES8+ 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 | $49,094 | $45,000+9.1% | $143,757-65.8% | $77,904-37.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 80.3%+9.4pp | 73.7%+16.0pp |
| Annual return | -16.00% | 29.03%-45.0pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,757 | $1,870-6.0% | $4,951-64.5% | $2,848-38.3% |
| Participant deferral / active EE | $6,262 | $3,157+98.4% | $5,637+11.1% | $4,806+30.3% |
| Admin fee / account holder | $143 | $98+45.4% | $14,673-99.0% | $133+8.0% |