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 | Shareholder servicing fees; Finders' ... | $540,707 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 | Consulting | $394,999 |
Filed as: HEALTHCARE COMM SECURITIES Service code 16 ONE EMPIRE DR · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-1867445 | 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 | $45,976 | $63,259-27.3% | $178,490-74.2% | $93,223-50.7% |
| Participation rate | 76.6% | 72.1%+4.5pp | 81.9%-5.3pp | 74.9%+1.7pp |
| Annual return | 19.12% | 19.93%-0.8pp | 151.07%-132.0pp | 19.29%-0.2pp |
| Employer contribution / active EE | $2,525 | $1,865+35.4% | $5,011-49.6% | $2,680-5.8% |
| Participant deferral / active EE | $4,668 | $3,372+38.4% | $5,202-10.3% | $4,563+2.3% |
| Admin fee / account holder | $57 | $58-0.9% | $13,984-99.6% | $79-27.4% |