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 | Distribution (12b-1) fees; Recordkeep... | $10,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,047 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
NATIONAL FINANCIAL SERVICES5+ 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 | $46,975 | $47,456-1.0% | $172,739-72.8% | $77,787-39.6% |
| Participation rate | 93.0% | 66.3%+26.7pp | 82.6%+10.4pp | 73.2%+19.8pp |
| Annual return | 20.57% | 35.57%-15.0pp | 802.84%-782.3pp | 32.57%-12.0pp |
| Employer contribution / active EE | $1,291 | $1,574-18.0% | $5,143-74.9% | $2,504-48.5% |
| Participant deferral / active EE | $2,045 | $2,560-20.1% | $5,198-60.7% | $3,967-48.5% |
| Admin fee / account holder | $124 | $81+53.5% | $13,954-99.1% | $100+24.0% |