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 | Sales loads (front end and deferred);... | $444,688 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,244 | $260,849-93.0% | $105,738-82.7% | $75,289-75.8% |
| Participation rate | 79.7% | 51.6%+28.1pp | 76.3%+3.3pp | 72.4%+7.2pp |
| Annual return | 8.32% | 10.99%-2.7pp | 6.27%+2.0pp | -0.04%+8.4pp |
| Employer contribution / active EE | $789 | $848-7.0% | $3,268-75.9% | $2,405-67.2% |
| Participant deferral / active EE | $1,482 | $1,553-4.6% | $4,080-63.7% | $3,739-60.4% |
| Admin fee / account holder | $79 | $484-83.7% | $6,913-98.9% | $102-22.9% |