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 communication; Shareholde... | $334,353 |
Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $42,942 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,909 | $44,989-4.6% | $170,442-74.8% | $77,958-45.0% |
| Participation rate | 79.0% | 64.6%+14.4pp | 83.6%-4.6pp | 71.6%+7.3pp |
| Annual return | 15.93% | 19.61%-3.7pp | 205.93%-190.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $2 | $1,466-99.9% | $5,433-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $3,641 | $2,208+65.0% | $4,939-26.3% | $3,537+3.0% |
| Admin fee / account holder | $85 | $69+23.0% | $13,880-99.4% | $97-12.9% |