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 | Account maintenance fees; Claims proc... | $175,337 |
NATIONAL FINANCIAL SERVICES4+ 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 | $52,377 | $407,990-87.2% | $121,196-56.8% | $75,289-30.4% |
| Participation rate | 95.7% | 59.5%+36.2pp | 71.7%+23.9pp | 72.4%+23.2pp |
| Annual return | -4.83% | 2.93%-7.8pp | 16.93%-21.8pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,731 | $1,846+156.3% | $4,022+17.6% | $2,405+96.7% |
| Participant deferral / active EE | $4,075 | $2,201+85.2% | $3,344+21.9% | $3,739+9.0% |
| Admin fee / account holder | $83 | $455-81.7% | $5,019-98.3% | $102-18.8% |