Filed October 18, 2004 (most recent of 2 filings on file)
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; Participant co... | $52,157 |
PRIMETRUST ADVISORS, LLC1 year Filed as: PRIMETRUST ADVISORS Service code 16 · EIN 20-5346693 | Consulting | $24,000 |
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 | $80,867 | $46,072+75.5% | $70,014+15.5% | $55,167+46.6% |
| Participation rate | 96.5% | 67.5%+29.0pp | 71.8%+24.7pp | 69.0%+27.5pp |
| Annual return | 6.09% | 8.68%-2.6pp | 12.99%-6.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $4,024 | $1,500+168.2% | $2,338+72.1% | $1,963+105.0% |
| Participant deferral / active EE | $7,081 | $2,344+202.1% | $2,931+141.6% | $3,054+131.9% |
| Admin fee / account holder | $235 | $428-45.0% | $4,380-94.6% | $504-53.4% |