Filed October 1, 2013 (most recent of 2 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 | Shareholder servicing fees; Investmen... | $101,247 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $96,642 | $70,083+37.9% | $59,878+61.4% | $55,725+73.4% |
| Participation rate | 95.8% | 78.4%+17.4pp | 74.7%+21.1pp | 70.9%+24.9pp |
| Annual return | -4.90% | 3.13%-8.0pp | 3.46%-8.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $13,678 | $2,878+375.2% | $2,722+402.6% | $2,078+558.2% |
| Participant deferral / active EE | $6,004 | $3,079+95.0% | $3,402+76.5% | $3,356+78.9% |
| Admin fee / account holder | $105 | $70+49.6% | $3,590-97.1% | $115-8.7% |