Filed April 30, 2003
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... | $125,961 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,781 | $81,537-50.0% | $149,718-72.8% | $69,631-41.4% |
| Participation rate | 94.7% | 86.1%+8.5pp | 87.1%+7.6pp | 70.7%+24.0pp |
| Annual return | 17.28% | 22.79%-5.5pp | 1501.63%-1484.4pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $3,166 | $3,239-2.2% | $5,445-41.8% | $2,032+55.8% |
| Participant deferral / active EE | $3,137 | $4,994-37.2% | $6,569-52.3% | $3,224-2.7% |
| Admin fee / account holder | $89 | $107-16.7% | $11,283-99.2% | $110-19.4% |