Filed June 7, 2002
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 | Investment management; Sales loads (f... | $22,520 |
UHY LLP4+ years Service code 10 · EIN 20-0694403 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,990 | $65,118-72.4% | $76,768-76.6% | $55,725-67.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -7.06% | -1.27%-5.8pp | 2.43%-9.5pp | 244.93%-252.0pp |
| Employer contribution / active EE | $2,537 | $1,941+30.7% | $2,485+2.1% | $2,078+22.1% |
| Participant deferral / active EE | $2,358 | $3,688-36.1% | $3,852-38.8% | $3,356-29.7% |
| Admin fee / account holder | $96 | $116-17.5% | $6,675-98.6% | $115-17.0% |