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 | Claims processing; Float revenue; Rec... | $129,576 |
CURCIO WEBB6+ years Service code 16 · EIN 36-4171366 | Consulting | $19,730 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,112 | $79,519+59.9% | $95,952+32.5% | $73,409+73.2% |
| Participation rate | 83.5% | 81.2%+2.3pp | 77.1%+6.4pp | 72.2%+11.3pp |
| Annual return | 16.55% | 19.20%-2.6pp | 91.61%-75.1pp | 59.29%-42.7pp |
| Employer contribution / active EE | $5,489 | $2,048+168.0% | $2,541+116.0% | $2,234+145.7% |
| Participant deferral / active EE | $6,393 | $4,138+54.5% | $4,167+53.4% | $3,805+68.0% |
| Admin fee / account holder | $90 | $184-51.0% | $6,795-98.7% | $158-42.8% |