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 | Recordkeeping and information managem... | $388,465 |
Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $41,412 |
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 | $41,091 | $37,213+10.4% | $156,549-73.8% | $63,975-35.8% |
| Participation rate | 80.1% | 65.0%+15.1pp | 84.0%-3.9pp | 71.1%+9.0pp |
| Annual return | 9.71% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,509 | $2,070+69.5% | $4,871-28.0% | $3,356+4.5% |
| Admin fee / account holder | $103 | $56+82.4% | $13,027-99.2% | $70+45.8% |