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 | Direct payment from the plan; Recordk... | $81,049 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | 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 | $223,293 | $66,528+235.6% | $86,874+157.0% | $86,799+157.3% |
| Participation rate | 78.7% | 72.4%+6.3pp | 71.6%+7.1pp | 72.3%+6.4pp |
| Annual return | 12.59% | 19.56%-7.0pp | 63.52%-50.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $4,648 | $2,007+131.6% | $2,495+86.3% | $2,405+93.2% |
| Participant deferral / active EE | $7,894 | $3,240+143.7% | $3,699+113.4% | $4,131+91.1% |
| Admin fee / account holder | $250 | $148+68.9% | $5,828-95.7% | $170+47.5% |