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 | Finders' fees / placement fees; Recor... | $136,887 |
RAMSEY SOLUTIONS3+ years Filed as: RAMSEY FINANCIAL WELLNESS Service code 16 · EIN 65-1593846 | Consulting | $36,015 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $19,865 |
NATIONAL FINANCIAL SERVICES4+ 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 | $20,656 | $45,382-54.5% | $154,107-86.6% | $75,289-72.6% |
| Participation rate | 70.6% | 65.9%+4.7pp | 83.0%-12.4pp | 72.4%-1.8pp |
| Annual return | -5.51% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,028 | $1,533-32.9% | $5,298-80.6% | $2,405-57.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $46 | $89-48.8% | $13,411-99.7% | $102-55.3% |