Filed December 30, 1992
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 | Claims processing; Investment managem... | $20,765 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $97,842 | $81,321+20.3% | $68,509+42.8% | $59,188+65.3% |
| Participation rate | 97.9% | 83.8%+14.0pp | 74.7%+23.1pp | 69.4%+28.4pp |
| Annual return | 1.25% | 4.65%-3.4pp | 8.27%-7.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,324 | $3,297-29.5% | $2,278+2.0% | $2,098+10.8% |
| Participant deferral / active EE | $4,387 | $4,592-4.5% | $3,382+29.7% | $3,265+34.4% |
| Admin fee / account holder | $16 | $62-74.5% | $5,275-99.7% | $92-82.9% |