Filed December 4, 1992
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 |
|---|---|---|
FTB ADVISORS, INC.6 years Filed as: FTB ADVISORS Service code 16 · EIN 62-1254528 | Consulting | $125,869 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $98,707 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,863 | $144,996-64.2% | $111,297-53.4% | $93,030-44.3% |
| Participation rate | 92.2% | 86.2%+6.1pp | 77.3%+14.9pp | 73.9%+18.3pp |
| Annual return | 19.61% | 18.26%+1.3pp | 54.65%-35.0pp | 158.70%-139.1pp |
| Employer contribution / active EE | $1,816 | $3,056-40.6% | $2,731-33.5% | $2,706-32.9% |
| Participant deferral / active EE | $2,620 | $5,587-53.1% | $4,487-41.6% | $4,562-42.6% |
| Admin fee / account holder | $205 | $103+98.1% | $7,964-97.4% | $152+35.1% |