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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Fi... | $194,505 |
FTB ADVISORS, INC.8 years Filed as: FTB ADVISORS Service code 16 · EIN 62-1254528 | Consulting | $121,960 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,778 | $104,697-60.1% | $96,544-56.7% | $80,160-47.9% |
| Participation rate | 95.8% | 86.4%+9.4pp | 76.0%+19.8pp | 72.9%+22.9pp |
| Annual return | 16.94% | 21.78%-4.8pp | 25.84%-8.9pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,900 | $3,536-46.3% | $2,965-35.9% | $2,978-36.2% |
| Participant deferral / active EE | $2,699 | $6,188-56.4% | $4,851-44.4% | $5,017-46.2% |
| Admin fee / account holder | $232 | $107+116.9% | $8,252-97.2% | $145+59.7% |