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 | Distribution (12b-1) fees; Participan... | $33,689 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,876 | $99,640+73.5% | $86,436+100.0% | $134,475+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.36% | 6782.58%-6797.9pp | 4394.89%-4410.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,451 | $4,400+114.8% | $3,769+150.8% | $4,740+99.4% |
| Participant deferral / active EE | $16,403 | $7,246+126.4% | $6,952+136.0% | $6,400+156.3% |
| Admin fee / account holder | $92 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |