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 | Recordkeeping fees; Float revenue; Cl... | $63,329 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $148,819 | $85,135+74.8% | $98,907+50.5% | $73,409+102.7% |
| Participation rate | 99.8% | 81.1%+18.6pp | 76.0%+23.8pp | 72.2%+27.6pp |
| Annual return | 17.13% | 19.14%-2.0pp | 196.43%-179.3pp | 59.29%-42.2pp |
| Employer contribution / active EE | $8,664 | $2,721+218.4% | $2,689+222.2% | $2,234+287.9% |
| Participant deferral / active EE | $8,050 | $4,349+85.1% | $4,244+89.7% | $3,805+111.5% |
| Admin fee / account holder | $111 | $139-20.1% | $6,642-98.3% | $158-29.5% |