Filed April 10, 1991
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 | Float revenue; Finders' fees / placem... | $434,526 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,652 | $38,989-57.3% | $117,039-85.8% | $77,958-78.6% |
| Participation rate | 89.0% | 57.0%+32.1pp | 77.2%+11.9pp | 71.6%+17.4pp |
| Annual return | 11.94% | 20.61%-8.7pp | 18.95%-7.0pp | 20.87%-8.9pp |
| Employer contribution / active EE | $773 | $1,026-24.7% | $3,785-79.6% | $2,310-66.6% |
| Participant deferral / active EE | $1,451 | $1,621-10.5% | $3,929-63.1% | $3,537-59.0% |
| Admin fee / account holder | $78 | $76+2.8% | $5,974-98.7% | $97-20.3% |