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 | Participant loan processing; Finders'... | $30,206 |
NATIONAL FINANCIAL SERVICES8 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 | $148,451 | $71,516+107.6% | $98,439+50.8% | $71,457+107.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.29% | 32.41%-16.1pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,969 | $2,399+65.5% | $3,048+30.2% | $2,588+53.4% |
| Participant deferral / active EE | $7,461 | $4,109+81.6% | $4,738+57.5% | $4,289+74.0% |
| Admin fee / account holder | $115 | $1,675-93.1% | $8,948-98.7% | $1,587-92.7% |