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 | Claims processing; Direct payment fro... | $161,873 |
NATIONAL FINANCIAL SERVICES3+ 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 | $56,602 | $52,149+8.5% | $122,332-53.7% | $77,958-27.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 15.27% | 17.75%-2.5pp | 30.27%-15.0pp | 20.87%-5.6pp |
| Employer contribution / active EE | $4,578 | $1,750+161.7% | $4,050+13.0% | $2,310+98.1% |
| Participant deferral / active EE | $3,774 | $2,114+78.5% | $3,287+14.8% | $3,537+6.7% |
| Admin fee / account holder | $82 | $93-11.9% | $5,478-98.5% | $97-15.7% |