Filed October 18, 2004
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 | Recordkeeping and information managem... | $28,010 |
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 | $136,762 | $63,299+116.1% | $91,001+50.3% | $62,292+119.5% |
| Participation rate | 96.0% | 73.3%+22.7pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 17.16% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,938 | $1,807+62.6% | $2,456+19.6% | $2,042+43.9% |
| Participant deferral / active EE | $4,727 | $2,943+60.6% | $3,547+33.3% | $3,169+49.2% |
| Admin fee / account holder | $110 | $468-76.5% | $5,417-98.0% | $479-77.1% |