Filed November 30, 1999 (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 9-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 communication; Shareholde... | $107,265 |
CURCIO WEBB5+ years Service code 16 · EIN 36-4171366 | Consulting | $9,341 |
NATIONAL FINANCIAL SERVICES3 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 | $106,734 | $73,404+45.4% | $87,100+22.5% | $67,579+57.9% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.9%+19.2pp | 71.3%+24.8pp |
| Annual return | 21.13% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $5,727 | $2,014+184.4% | $2,521+127.2% | $2,148+166.7% |
| Participant deferral / active EE | $7,022 | $3,913+79.5% | $4,049+73.4% | $3,539+98.4% |
| Admin fee / account holder | $66 | $142-53.5% | $7,497-99.1% | $142-53.7% |