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 | Float revenue; Recordkeeping and info... | $30,894 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,032 | $72,607+81.8% | $90,749+45.5% | $66,914+97.3% |
| Participation rate | 98.0% | 73.7%+24.3pp | 75.7%+22.3pp | 69.8%+28.2pp |
| Annual return | -14.12% | -12.28%-1.8pp | -12.16%-2.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $3,517 | $2,369+48.5% | $2,921+20.4% | $2,544+38.2% |
| Participant deferral / active EE | $7,138 | $3,977+79.5% | $4,564+56.4% | $4,237+68.5% |
| Admin fee / account holder | $118 | $707-83.3% | $8,445-98.6% | $593-80.0% |