Filed April 20, 2005
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 | Direct payment from the plan; Recordk... | $75,131 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,362 | $50,127-75.3% | $149,673-91.7% | $80,160-84.6% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 12.00% | 29.82%-17.8pp | 134.42%-122.4pp | 40.38%-28.4pp |
| Employer contribution / active EE | $804 | $1,865-56.9% | $4,818-83.3% | $2,978-73.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $30 | $153-80.6% | $13,210-99.8% | $145-79.6% |