Filed February 24, 2006 (most recent of 3 filings on file)
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 fees; Float revenue; Pa... | $718,875 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,941 | $67,505-69.0% | $73,843-71.6% | $67,505-69.0% |
| Participation rate | 87.1% | 71.2%+15.9pp | 73.4%+13.6pp | 71.2%+15.9pp |
| Annual return | 1.78% | 6.52%-4.7pp | 2267.84%-2266.1pp | 6.52%-4.7pp |
| Employer contribution / active EE | $1,232 | $2,173-43.3% | $2,787-55.8% | $2,173-43.3% |
| Participant deferral / active EE | $2,874 | $3,597-20.1% | $3,583-19.8% | $3,597-20.1% |
| Admin fee / account holder | $88 | $56+57.4% | $4,880-98.2% | $56+57.4% |