Filed November 12, 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 |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $19,320 |
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 | $31,998 | $62,928-49.2% | $172,739-81.5% | $67,579-52.7% |
| Participation rate | 99.0% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.7pp |
| Annual return | 21.83% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $892 | $1,636-45.5% | $5,143-82.7% | $2,148-58.5% |
| Participant deferral / active EE | $2,909 | $2,145+35.6% | $5,198-44.0% | $3,539-17.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |