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 | Float revenue; Recordkeeping fees; Fi... | $61,414 |
NATIONAL FINANCIAL SERVICES9+ 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 | $188,220 | $69,823+169.6% | $77,163+143.9% | $74,419+152.9% |
| Participation rate | 81.7% | 70.0%+11.7pp | 69.6%+12.1pp | 70.7%+10.9pp |
| Annual return | 14.79% | 19.98%-5.2pp | 37.87%-23.1pp | 34.38%-19.6pp |
| Employer contribution / active EE | $4,179 | $2,150+94.4% | $2,535+64.9% | $2,637+58.4% |
| Participant deferral / active EE | $8,274 | $3,558+132.6% | $3,833+115.9% | $4,528+82.7% |
| Admin fee / account holder | $168 | $398-57.7% | $5,472-96.9% | $348-51.6% |