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; Claims p... | $29,186 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,179 | $78,485+113.0% | $106,213+57.4% | $74,495+124.4% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 12.55% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,829 | $2,523+51.8% | $3,171+20.7% | $2,623+46.0% |
| Participant deferral / active EE | $7,667 | $4,322+77.4% | $5,016+52.9% | $4,346+76.4% |
| Admin fee / account holder | $130 | $2,232-94.2% | $11,033-98.8% | $1,942-93.3% |