Filed June 6, 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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $17,155 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,728 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,416 | $34,934+4.2% | $56,411-35.4% | $74,495-51.1% |
| Participation rate | 72.7% | 32.8%+39.9pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 10.39% | 25.94%-15.5pp | 1701.33%-1690.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $540 | $609-11.3% | $1,039-48.0% | $2,623-79.4% |
| Participant deferral / active EE | $2,674 | $1,170+128.5% | $1,952+37.0% | $4,346-38.5% |
| Admin fee / account holder | $12 | $2,364-99.5% | $2,829-99.6% | $1,942-99.4% |