Filed February 25, 2003 (most recent of 2 filings on file)
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 8-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 | Recordkeeping and information managem... | $189,923 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,846 | $78,852-8.9% | $76,768-6.4% | $75,289-4.6% |
| Participation rate | 98.8% | 85.0%+13.9pp | 77.0%+21.9pp | 72.4%+26.4pp |
| Annual return | -4.20% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,983 | $2,794+6.7% | $2,485+20.0% | $2,405+24.0% |
| Participant deferral / active EE | $5,326 | $4,800+11.0% | $3,852+38.3% | $3,739+42.5% |
| Admin fee / account holder | $150 | $79+89.4% | $6,675-97.8% | $102+46.2% |