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; Shareholder servicing ... | $153,911 |
FTB ADVISORS, INC.9 years Filed as: FTB ADVISORS Service code 16 · EIN 62-1254528 | Consulting | $147,032 |
NATIONAL FINANCIAL SERVICES9 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 | $50,002 | $110,299-54.7% | $102,423-51.2% | $199,593-74.9% |
| Participation rate | 97.1% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 15.46% | 35.73%-20.3pp | 29.32%-13.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,078 | $3,603-42.3% | $3,023-31.3% | $3,034-31.5% |
| Participant deferral / active EE | $3,023 | $6,376-52.6% | $5,053-40.2% | $5,087-40.6% |
| Admin fee / account holder | $231 | $122+88.9% | $9,451-97.6% | $269-14.1% |