Filed October 18, 2004 (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 | Sales loads (front end and deferred);... | $60,077 |
NATIONAL FINANCIAL SERVICES4 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 | $118,201 | $74,347+59.0% | $93,606+26.3% | $67,579+74.9% |
| Participation rate | 99.8% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.5pp |
| Annual return | 23.54% | 28.07%-4.5pp | 32.76%-9.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $7,556 | $2,583+192.5% | $2,718+178.0% | $2,148+251.8% |
| Participant deferral / active EE | $7,271 | $4,060+79.1% | $4,069+78.7% | $3,539+105.4% |
| Admin fee / account holder | $100 | $123-18.4% | $7,888-98.7% | $142-29.6% |