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 |
|---|---|---|
NBC SECURITIES INC3 years Service code 27 · EIN 63-0921499 | Advisory (Plan) | $85,255 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,241 |
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 | $51,745 | $86,897-40.5% | $151,611-65.9% | $64,808-20.2% |
| Participation rate | 98.7% | 87.3%+11.5pp | 87.5%+11.2pp | 71.5%+27.3pp |
| Annual return | -15.41% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,342 | $4,010-41.6% | $6,166-62.0% | $2,506-6.5% |
| Participant deferral / active EE | $4,193 | $6,690-37.3% | $8,363-49.9% | $4,310-2.7% |
| Admin fee / account holder | $186 | $153+21.4% | $11,616-98.4% | $188-1.1% |