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 | Finders' fees / placement fees; Inves... | $118,717 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,083 | $95,542+22.5% | $69,455+68.6% | $67,579+73.3% |
| Participation rate | 93.7% | 79.4%+14.4pp | 74.6%+19.1pp | 71.3%+22.4pp |
| Annual return | 22.18% | 17.67%+4.5pp | 28.97%-6.8pp | 378.56%-356.4pp |
| Employer contribution / active EE | $13,750 | $2,989+360.1% | $2,779+394.8% | $2,148+540.2% |
| Participant deferral / active EE | $6,053 | $3,263+85.5% | $3,535+71.2% | $3,539+71.0% |
| Admin fee / account holder | $113 | $90+26.2% | $3,839-97.0% | $142-20.4% |