Filed October 16, 1995 (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 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 | Sales loads (front end and deferred);... | $50,990 |
SIKICH LLP2+ years Filed as: SIKICH CAPITAL MGMT Service code 27 · EIN 36-3168081 | Advisory (Plan) | $20,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $9,790 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $73,756 | $71,666+2.9% | $117,854-37.4% | $69,631+5.9% |
| Participation rate | 94.4% | 77.5%+16.9pp | 79.7%+14.8pp | 70.7%+23.7pp |
| Annual return | 15.99% | 18.86%-2.9pp | 335.08%-319.1pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,299 | $1,889-31.2% | $3,786-65.7% | $2,032-36.1% |
| Participant deferral / active EE | $4,033 | $3,340+20.8% | $4,482-10.0% | $3,224+25.1% |
| Admin fee / account holder | $256 | $120+113.1% | $8,020-96.8% | $110+132.2% |