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 | Shareholder servicing fees; Finders' ... | $60,604 |
NATIONAL FINANCIAL SERVICES6+ 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 | $200,992 | $61,473+227.0% | $81,930+145.3% | $73,409+173.8% |
| Participation rate | 80.9% | 72.4%+8.5pp | 72.0%+8.9pp | 72.2%+8.7pp |
| Annual return | 12.87% | 28.26%-15.4pp | 29.49%-16.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,236 | $1,898+17.8% | $4,310-48.1% | $2,234+0.1% |
| Participant deferral / active EE | $7,880 | $3,080+155.8% | $7,107+10.9% | $3,805+107.1% |
| Admin fee / account holder | $0 | $125-100.0% | $5,158-100.0% | $158-100.0% |