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... | $25,530 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,060 | $70,908+134.2% | $98,907+67.9% | $73,488+126.0% |
| Participation rate | 99.0% | 73.8%+25.2pp | 76.0%+23.0pp | 70.7%+28.3pp |
| Annual return | 12.17% | 34.17%-22.0pp | 196.43%-184.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $3,312 | $2,036+62.7% | $2,689+23.2% | $2,270+45.9% |
| Participant deferral / active EE | $6,445 | $3,500+84.2% | $4,244+51.9% | $3,740+72.4% |
| Admin fee / account holder | $102 | $535-81.0% | $6,642-98.5% | $513-80.2% |