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 | Recordkeeping and information managem... | $188,867 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,620 | $47,456-56.6% | $172,739-88.1% | $77,787-73.5% |
| Participation rate | 83.7% | 66.3%+17.4pp | 82.6%+1.0pp | 73.2%+10.5pp |
| Annual return | 24.34% | 35.57%-11.2pp | 802.84%-778.5pp | 32.57%-8.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,878 | $2,560+12.4% | $5,198-44.6% | $3,967-27.5% |
| Admin fee / account holder | $62 | $81-23.3% | $13,954-99.6% | $100-38.0% |