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 | Float revenue; Sales loads (front end... | $46,947 |
NATIONAL FINANCIAL SERVICES2+ 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 | $43,658 | $41,281+5.8% | $109,313-60.1% | $57,658-24.3% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 70.2%+29.8pp |
| Annual return | 8.35% | 8.97%-0.6pp | 22.07%-13.7pp | 5.13%+3.2pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,593 | $2,223+151.6% | $3,166+76.6% | $3,061+82.8% |
| Admin fee / account holder | $107 | $75+42.5% | $5,666-98.1% | $95+13.4% |