Filed March 6, 2005
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 | Recordkeeping fees; Float revenue; Ac... | $62,945 |
NATIONAL FINANCIAL SERVICES4+ 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 | $137,679 | $62,543+120.1% | $83,333+65.2% | $55,725+147.1% |
| Participation rate | 97.7% | 78.4%+19.3pp | 77.8%+20.0pp | 70.9%+26.9pp |
| Annual return | -1.02% | 14.85%-15.9pp | 10.63%-11.7pp | 244.93%-246.0pp |
| Employer contribution / active EE | $4,994 | $2,427+105.7% | $3,379+47.8% | $2,078+140.3% |
| Participant deferral / active EE | $8,349 | $5,682+46.9% | $5,565+50.0% | $3,356+148.8% |
| Admin fee / account holder | $73 | $103-29.4% | $7,510-99.0% | $115-36.8% |