Filed March 8, 2002 (most recent of 6 filings on file)
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 5-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... | $22,172 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY Service code 10 · EIN 20-2153727 | Accounting | $9,180 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $20,119 | $50,820-60.4% | $155,567-87.1% | $77,671-74.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.95% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,736 | $1,993-12.9% | $4,674-62.9% | $2,726-36.3% |
| Participant deferral / active EE | $3,988 | $2,823+41.3% | $5,628-29.1% | $4,648-14.2% |
| Admin fee / account holder | $57 | $436-86.8% | $15,916-99.6% | $430-86.7% |