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... | $100,276 |
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 | $113,065 | $134,045-15.7% | $80,019+41.3% | $75,289+50.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 75.8%+24.2pp | 72.4%+27.6pp |
| Annual return | -2.65% | -0.56%-2.1pp | 11.22%-13.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $2,668 | $3,492-23.6% | $2,468+8.1% | $2,405+11.0% |
| Participant deferral / active EE | $5,393 | $4,976+8.4% | $3,686+46.3% | $3,739+44.3% |
| Admin fee / account holder | $77 | $124-37.9% | $6,521-98.8% | $102-24.8% |