Filed October 18, 2004 (most recent of 4 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 | Participant communication; Float reve... | $195,181 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,229 | $63,964+2.0% | $147,614-55.8% | $67,505-3.4% |
| Participation rate | 63.0% | 68.6%-5.6pp | 84.6%-21.6pp | 71.2%-8.2pp |
| Annual return | 0.31% | 9.05%-8.7pp | 61.98%-61.7pp | 6.52%-6.2pp |
| Employer contribution / active EE | $1,411 | $1,618-12.8% | $5,564-74.6% | $2,173-35.1% |
| Participant deferral / active EE | $3,733 | $2,589+44.2% | $4,895-23.7% | $3,597+3.8% |
| Admin fee / account holder | $46 | $43+7.4% | $11,611-99.6% | $56-18.1% |