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 INC4 years Service code 27 · EIN 63-0921499 | Advisory (Plan) | $82,255 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $44,996 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,900 | $100,227-39.2% | $169,993-64.2% | $74,419-18.2% |
| Participation rate | 96.2% | 87.3%+8.8pp | 87.0%+9.2pp | 70.7%+25.4pp |
| Annual return | 18.00% | 66.08%-48.1pp | 53.37%-35.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,562 | $4,263-16.4% | $6,785-47.5% | $2,637+35.1% |
| Participant deferral / active EE | $4,194 | $7,143-41.3% | $10,408-59.7% | $4,528-7.4% |
| Admin fee / account holder | $168 | $234-28.3% | $12,815-98.7% | $348-51.7% |