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 | Participant loan processing; Recordke... | $77,704 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,442 | $81,908+48.3% | $90,749+33.8% | $64,808+87.4% |
| Participation rate | 99.6% | 80.5%+19.1pp | 75.7%+23.9pp | 71.5%+28.1pp |
| Annual return | -16.26% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $8,705 | $3,065+184.0% | $2,921+198.0% | $2,506+247.4% |
| Participant deferral / active EE | $8,281 | $4,840+71.1% | $4,564+81.4% | $4,310+92.1% |
| Admin fee / account holder | $118 | $157-25.1% | $8,445-98.6% | $188-37.3% |