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 | Shareholder servicing fees; Participa... | $125,188 |
NATIONAL FINANCIAL SERVICES3+ 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 | $110,166 | $90,410+21.9% | $91,001+21.1% | $77,958+41.3% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.6pp |
| Annual return | 15.62% | 21.34%-5.7pp | 4.60%+11.0pp | 20.87%-5.2pp |
| Employer contribution / active EE | $2,562 | $3,392-24.5% | $2,456+4.3% | $2,310+10.9% |
| Participant deferral / active EE | $5,045 | $4,816+4.8% | $3,547+42.2% | $3,537+42.7% |
| Admin fee / account holder | $88 | $79+11.9% | $5,417-98.4% | $97-9.3% |