Filed April 18, 2001
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 60 · EIN 04-2647786 | Sub-TA Fees | $10,202 |
NBC SECURITIES INC1 year Service code 27 · EIN 63-0921499 | Advisory (Plan) | $6,087 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,697 | $111,608-59.1% | $177,821-74.3% | $73,409-37.8% |
| Participation rate | 94.3% | 87.9%+6.5pp | 87.7%+6.6pp | 72.2%+22.1pp |
| Annual return | 11.89% | 18.23%-6.3pp | 48.32%-36.4pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,385 | $3,796-63.5% | $5,918-76.6% | $2,234-38.0% |
| Participant deferral / active EE | $3,337 | $6,199-46.2% | $7,714-56.7% | $3,805-12.3% |
| Admin fee / account holder | $82 | $166-50.2% | $12,427-99.3% | $158-47.8% |