Filed October 11, 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 13-3689044 | Sales loads (front end and deferred);... | $129,921 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $50,703 | $38,312+32.3% | $100,671-49.6% | $59,188-14.3% |
| Participation rate | 99.4% | 57.4%+42.0pp | 70.7%+28.7pp | 69.4%+30.0pp |
| Annual return | 0.60% | 2.64%-2.0pp | 20.43%-19.8pp | 5.51%-4.9pp |
| Employer contribution / active EE | $4,063 | $1,183+243.5% | $4,012+1.3% | $2,098+93.7% |
| Participant deferral / active EE | $3,260 | $1,847+76.5% | $3,144+3.7% | $3,265-0.1% |
| Admin fee / account holder | $79 | $68+16.3% | $4,850-98.4% | $92-14.5% |