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 | Participant loan processing; Recordke... | $140,590 |
RAMSEY SOLUTIONS2+ years Filed as: RAMSEY FINANCIAL WELLNESS Service code 16 · EIN 65-1593846 | Consulting | $36,015 |
HIGHTOWER ADVISORS LLC1 year Service code 16 · EIN 36-4500709 | Consulting | $19,486 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $23,097 | $44,989-48.7% | $170,442-86.4% | $77,958-70.4% |
| Participation rate | 71.5% | 64.6%+6.9pp | 83.6%-12.1pp | 71.6%-0.1pp |
| Annual return | 15.34% | 19.61%-4.3pp | 205.93%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $887 | $1,466-39.5% | $5,433-83.7% | $2,310-61.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $54 | $69-21.3% | $13,880-99.6% | $97-44.2% |