Filed January 4, 2002
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 9-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; Sales loa... | $10,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $462 |
NATIONAL FINANCIAL SERVICES4+ 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 | $44,902 | $45,382-1.1% | $154,107-70.9% | $75,289-40.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.62% | -0.47%-4.1pp | 735.12%-739.7pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,341 | $1,533+52.8% | $5,298-55.8% | $2,405-2.6% |
| Participant deferral / active EE | $3,446 | $2,384+44.5% | $5,081-32.2% | $3,739-7.8% |
| Admin fee / account holder | $142 | $89+59.5% | $13,411-98.9% | $102+39.3% |