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 | Investment management; Float revenue;... | $139,898 |
NATIONAL FINANCIAL SERVICES2+ 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 | $52,370 | $43,453+20.5% | $109,313-52.1% | $63,975-18.1% |
| Participation rate | 97.0% | 59.3%+37.7pp | 71.3%+25.7pp | 71.1%+25.8pp |
| Annual return | 8.14% | 9.85%-1.7pp | 22.07%-13.9pp | 48.65%-40.5pp |
| Employer contribution / active EE | $4,284 | $1,799+138.1% | $3,892+10.1% | $2,182+96.3% |
| Participant deferral / active EE | $3,462 | $2,093+65.4% | $3,166+9.3% | $3,356+3.1% |
| Admin fee / account holder | $77 | $79-2.0% | $5,666-98.6% | $70+9.9% |