Filed March 31, 2005 (most recent of 4 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 | Distribution (12b-1) fees; Finders' f... | $286,904 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,261 | $52,090+81.0% | $95,745-1.5% | $80,160+17.6% |
| Participation rate | 78.9% | 67.0%+11.9pp | 72.3%+6.6pp | 72.9%+5.9pp |
| Annual return | 19.05% | 23.29%-4.2pp | 28.35%-9.3pp | 40.38%-21.3pp |
| Employer contribution / active EE | $5,320 | $1,548+243.6% | $2,835+87.7% | $2,978+78.7% |
| Participant deferral / active EE | $6,216 | $3,266+90.3% | $4,245+46.5% | $5,017+23.9% |
| Admin fee / account holder | $71 | $96-26.3% | $5,678-98.8% | $145-51.2% |