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; Distribution (12b-... | $85,389 |
NATIONAL FINANCIAL SERVICES2+ 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 | $104,212 | $82,279+26.7% | $77,999+33.6% | $63,975+62.9% |
| Participation rate | 99.6% | 84.7%+15.0pp | 75.5%+24.1pp | 71.1%+28.5pp |
| Annual return | 6.91% | 11.20%-4.3pp | 425.96%-419.1pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,472 | $3,297-25.0% | $2,470+0.1% | $2,182+13.3% |
| Participant deferral / active EE | $4,596 | $4,538+1.3% | $3,497+31.4% | $3,356+36.9% |
| Admin fee / account holder | $65 | $81-20.7% | $5,480-98.8% | $70-8.4% |