Filed August 14, 2003
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 7-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 | Investment management; Finders' fees ... | $432,738 |
Filed as: HEALTHCARE COMM SECURITIES Service code 16 ONE EMPIRE DR · RENSSELAER, NY 12144 | Consulting | $323,585 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-1867445 | Securities brokerage; Securities brok... | $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 | $36,526 | $53,565-31.8% | $172,739-78.9% | $82,204-55.6% |
| Participation rate | 78.0% | 69.6%+8.3pp | 82.6%-4.7pp | 73.4%+4.6pp |
| Annual return | 22.56% | 31.42%-8.9pp | 802.84%-780.3pp | 26.31%-3.7pp |
| Employer contribution / active EE | $2,040 | $1,857+9.9% | $5,143-60.3% | $2,707-24.6% |
| Participant deferral / active EE | $3,893 | $3,006+29.5% | $5,198-25.1% | $4,246-8.3% |
| Admin fee / account holder | $47 | $61-22.9% | $13,954-99.7% | $76-37.4% |