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... | $269,218 |
FORDHAM & CO LLP1 year Filed as: FORDAM LLP Service code 10 · EIN 93-1298398 | Accounting | $25,000 |
NATIONAL FINANCIAL SERVICES9+ 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 | $55,862 | $50,127+11.4% | $149,673-62.7% | $80,160-30.3% |
| Participation rate | 92.6% | 64.3%+28.3pp | 78.8%+13.8pp | 72.9%+19.6pp |
| Annual return | 15.63% | 29.82%-14.2pp | 134.42%-118.8pp | 40.38%-24.8pp |
| Employer contribution / active EE | $3,398 | $1,865+82.2% | $4,818-29.5% | $2,978+14.1% |
| Participant deferral / active EE | $7,003 | $3,194+119.3% | $5,680+23.3% | $5,017+39.6% |
| Admin fee / account holder | $156 | $153+2.4% | $13,210-98.8% | $145+7.9% |