Filed March 13, 1996
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY SE STE · ATLANTA, GA 30339 | Other Commissions | $7,705 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 37932 | Other Commissions | $7,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $195,680 | $52,884+270.0% | $84,750+130.9% | $55,167+254.7% |
| Participation rate | 92.3% | 67.5%+24.8pp | 76.6%+15.8pp | 69.0%+23.4pp |
| Annual return | 5.13% | 18.03%-12.9pp | 22.78%-17.7pp | 169.23%-164.1pp |
| Employer contribution / active EE | $2,551 | $2,233+14.2% | $3,574-28.6% | $1,963+30.0% |
| Participant deferral / active EE | $3,932 | $2,644+48.7% | $3,712+5.9% | $3,054+28.7% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |