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 | Account maintenance fees; Distributio... | $102,013 |
CURCIO WEBB8+ years Service code 16 · EIN 36-4171366 | Consulting | $11,454 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,563 | $72,254+64.1% | $86,677+36.8% | $64,808+82.9% |
| Participation rate | 98.1% | 80.4%+17.7pp | 76.6%+21.5pp | 71.5%+26.7pp |
| Annual return | -16.73% | 392.42%-409.2pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $10,363 | $2,393+333.1% | $2,836+265.3% | $2,506+313.5% |
| Participant deferral / active EE | $7,484 | $4,658+60.7% | $4,656+60.7% | $4,310+73.6% |
| Admin fee / account holder | $70 | $174-59.9% | $7,493-99.1% | $188-62.9% |