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 | Shareholder servicing fees; Finders' ... | $80,945 |
NATIONAL FINANCIAL SERVICES8 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 | $148,457 | $84,784+75.1% | $98,439+50.8% | $74,419+99.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 24.74% | 20.59%+4.2pp | 21.16%+3.6pp | 34.38%-9.6pp |
| Employer contribution / active EE | $9,557 | $3,364+184.1% | $3,048+213.5% | $2,637+262.4% |
| Participant deferral / active EE | $8,762 | $5,218+67.9% | $4,738+84.9% | $4,528+93.5% |
| Admin fee / account holder | $116 | $204-43.1% | $8,948-98.7% | $348-66.6% |