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 | Claims processing; Direct payment fro... | $56,615 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,759 | $69,231+109.1% | $91,989+57.4% | $67,579+114.2% |
| Participation rate | 7.3% | 78.9%-71.6pp | 78.6%-71.4pp | 71.3%-64.0pp |
| Annual return | -22.87% | 32.03%-54.9pp | 69.02%-91.9pp | 378.56%-401.4pp |
| Employer contribution / active EE | $6,125 | $2,284+168.1% | $3,452+77.4% | $2,148+185.2% |
| Participant deferral / active EE | $8,454 | $5,854+44.4% | $5,923+42.7% | $3,539+138.9% |
| Admin fee / account holder | $107 | $107-0.2% | $7,743-98.6% | $142-24.6% |