Filed August 27, 2001 (most recent of 2 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 |
|---|---|---|
C.L. KING & ASSOCIATES, INC.6+ years Service code 33 · EIN 13-2700327 | Securities brokerage | $14,420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,469 | $123,793+116.1% | $177,821+50.4% | $79,858+234.9% |
| Participation rate | 71.7% | 84.7%-13.0pp | 87.7%-16.1pp | 69.6%+2.0pp |
| Annual return | 21.14% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,600 | $5,956+78.0% | $7,714+37.4% | $3,740+183.4% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |