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 | Distribution (12b-1) fees; Account ma... | $25,724 |
Filed as: ANDERS CPA Service code 10 · EIN 43-0831507 | Accounting | $12,975 |
NATIONAL FINANCIAL SERVICES4 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 | $158,966 | $66,310+139.7% | $93,606+69.8% | $65,185+143.9% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.2pp | 70.2%+28.9pp |
| Annual return | 20.75% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,878 | $2,012+43.0% | $2,718+5.9% | $2,177+32.2% |
| Participant deferral / active EE | $6,255 | $3,342+87.2% | $4,069+53.7% | $3,514+78.0% |
| Admin fee / account holder | $154 | $6,897-97.8% | $7,888-98.1% | $847-81.9% |