Filed October 24, 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 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 | Finders' fees / placement fees; Recor... | $50,300 |
NATIONAL FINANCIAL SERVICES4+ 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 | $157,879 | $48,261+227.1% | $68,793+129.5% | $55,725+183.3% |
| Participation rate | 84.8% | 71.0%+13.7pp | 72.2%+12.5pp | 70.9%+13.9pp |
| Annual return | -3.38% | -2.61%-0.8pp | -4.63%+1.2pp | 244.93%-248.3pp |
| Employer contribution / active EE | $4,526 | $1,742+159.8% | $2,625+72.4% | $2,078+117.8% |
| Participant deferral / active EE | $7,631 | $2,712+181.4% | $3,311+130.5% | $3,356+127.4% |
| Admin fee / account holder | $168 | $126+32.9% | $5,131-96.7% | $115+45.6% |