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 | Recordkeeping and information managem... | $94,005 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,285 | $74,347+72.5% | $93,606+37.0% | $67,579+89.8% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.6pp | 71.3%+28.2pp |
| Annual return | 19.97% | 28.07%-8.1pp | 32.76%-12.8pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,839 | $2,583+9.9% | $2,718+4.5% | $2,148+32.2% |
| Participant deferral / active EE | $5,761 | $4,060+41.9% | $4,069+41.6% | $3,539+62.8% |
| Admin fee / account holder | $72 | $123-41.5% | $7,888-99.1% | $142-49.6% |