Filed December 20, 2000
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 | Float revenue; Distribution (12b-1) f... | $27,552 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $225,719 | $98,982+128.0% | $162,163+39.2% | $65,185+246.3% |
| Participation rate | 63.2% | 85.8%-22.5pp | 87.6%-24.3pp | 70.2%-7.0pp |
| Annual return | 22.54% | 24.84%-2.3pp | 115.59%-93.1pp | 29.38%-6.8pp |
| Employer contribution / active EE | $672 | $3,467-80.6% | $5,614-88.0% | $2,177-69.1% |
| Participant deferral / active EE | $6,668 | $5,384+23.8% | $7,298-8.6% | $3,514+89.8% |
| Admin fee / account holder | $141 | $596-76.4% | $10,843-98.7% | $847-83.4% |