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 | Participant loan processing; Sharehol... | $5,650 |
NATIONAL FINANCIAL SERVICES2+ 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 | $43,293 | $41,281+4.9% | $109,313-60.4% | $57,658-24.9% |
| Participation rate | 44.6% | 59.3%-14.7pp | 71.3%-26.6pp | 70.2%-25.6pp |
| Annual return | 6.70% | 8.97%-2.3pp | 22.07%-15.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $407 | $1,201-66.2% | $3,892-89.6% | $1,974-79.4% |
| Participant deferral / active EE | $1,557 | $2,223-30.0% | $3,166-50.8% | $3,061-49.1% |
| Admin fee / account holder | $20 | $75-73.5% | $5,666-99.6% | $95-78.9% |