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 | Distribution (12b-1) fees; Sales load... | $1,430 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | 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 | $178,684 | $55,790+220.3% | $76,817+132.6% | $67,579+164.4% |
| Participation rate | 85.8% | 71.1%+14.7pp | 72.1%+13.7pp | 71.3%+14.5pp |
| Annual return | 19.60% | 64.45%-44.9pp | 1166.11%-1146.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $4,604 | $1,810+154.4% | $2,302+100.0% | $2,148+114.4% |
| Participant deferral / active EE | $7,909 | $2,875+175.1% | $3,336+137.1% | $3,539+123.5% |
| Admin fee / account holder | $4 | $159-97.2% | $6,420-99.9% | $142-96.8% |