Filed October 18, 2004
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; Direct payment... | $10,610 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,919 | $47,078-15.2% | $100,671-60.3% | $55,191-27.7% |
| Participation rate | 43.5% | 58.0%-14.5pp | 70.7%-27.2pp | 69.2%-25.7pp |
| Annual return | 1.43% | 0.65%+0.8pp | 20.43%-19.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $378 | $1,065-64.6% | $4,012-90.6% | $1,899-80.1% |
| Participant deferral / active EE | $1,563 | $2,038-23.3% | $3,144-50.3% | $3,046-48.7% |
| Admin fee / account holder | $38 | $153-75.0% | $4,850-99.2% | $91-57.8% |