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 | Claims processing; Participant commun... | $344,653 |
Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $45,350 |
NATIONAL FINANCIAL SERVICES4+ 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 | $44,037 | $45,382-3.0% | $154,107-71.4% | $75,289-41.5% |
| Participation rate | 73.0% | 65.9%+7.1pp | 83.0%-10.1pp | 72.4%+0.6pp |
| Annual return | -3.12% | -0.47%-2.7pp | 735.12%-738.2pp | -0.04%-3.1pp |
| Employer contribution / active EE | $8 | $1,533-99.5% | $5,298-99.8% | $2,405-99.7% |
| Participant deferral / active EE | $3,640 | $2,384+52.7% | $5,081-28.3% | $3,739-2.6% |
| Admin fee / account holder | $93 | $89+3.6% | $13,411-99.3% | $102-9.5% |