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 communication; Distributi... | $5,636 |
NATIONAL FINANCIAL SERVICES2 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 | $215,747 | $96,484+123.6% | $156,263+38.1% | $74,304+190.4% |
| Participation rate | 97.2% | 67.7%+29.5pp | 78.9%+18.3pp | 60.3%+36.8pp |
| Annual return | 17.14% | 17.73%-0.6pp | 59.47%-42.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $8,466 | $2,528+234.8% | $4,333+95.4% | $2,241+277.7% |
| Participant deferral / active EE | $9,442 | $4,286+120.3% | $6,158+53.3% | $3,767+150.6% |
| Admin fee / account holder | $42 | $3,728-98.9% | $14,255-99.7% | $2,969-98.6% |