Filed October 28, 2004
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 9-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 | Shareholder servicing fees; Finders' ... | $86,108 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,306 | $100,801+23.3% | $149,696-17.0% | $73,409+69.3% |
| Participation rate | 92.6% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 16.93% | 265.34%-248.4pp | 276.60%-259.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $5,542 | $3,312+67.4% | $4,644+19.3% | $2,234+148.1% |
| Participant deferral / active EE | $7,412 | $6,404+15.7% | $6,842+8.3% | $3,805+94.8% |
| Admin fee / account holder | $304 | $181+68.3% | $9,309-96.7% | $158+92.7% |