Filed March 17, 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 | Direct payment from the plan; Finders... | $167,110 |
RAMSEY SOLUTIONS1+ years Filed as: RAMSEY FINANCIAL WELLNESS Service code 16 · EIN 65-1593846 | Consulting | $52,500 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $19,360 |
NATIONAL FINANCIAL SERVICES2+ 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 | $21,303 | $37,213-42.8% | $156,549-86.4% | $63,975-66.7% |
| Participation rate | 70.0% | 65.0%+5.0pp | 84.0%-14.0pp | 71.1%-1.1pp |
| Annual return | 8.40% | 47.89%-39.5pp | 32.23%-23.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $993 | $1,357-26.8% | $5,501-82.0% | $2,182-54.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $65 | $56+16.2% | $13,027-99.5% | $70-7.1% |