Filed October 23, 1
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 13-2689044 | Direct payment from the plan; Sales l... | $37,462 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,571 | $122,854-27.1% | $184,200-51.4% | $199,768-55.2% |
| Participation rate | 96.3% | 87.0%+9.3pp | 86.8%+9.5pp | 72.0%+24.3pp |
| Annual return | 14.48% | 143.99%-129.5pp | 28.80%-14.3pp | 34.26%-19.8pp |
| Employer contribution / active EE | $2,170 | $4,588-52.7% | $6,424-66.2% | $3,037-28.5% |
| Participant deferral / active EE | $6,339 | $7,995-20.7% | $9,132-30.6% | $5,090+24.6% |
| Admin fee / account holder | $26 | $120-78.3% | $13,907-99.8% | $269-90.3% |