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 | Finders' fees / placement fees; Distr... | $385,990 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $19,165 | $97,954-80.4% | $115,157-83.4% | $77,787-75.4% |
| Participation rate | 88.7% | 52.3%+36.4pp | 75.9%+12.8pp | 73.2%+15.5pp |
| Annual return | 5.20% | 23.95%-18.8pp | 35.60%-30.4pp | 32.57%-27.4pp |
| Employer contribution / active EE | $951 | $927+2.6% | $3,179-70.1% | $2,504-62.0% |
| Participant deferral / active EE | $1,791 | $1,655+8.3% | $4,168-57.0% | $3,967-54.8% |
| Admin fee / account holder | $68 | $347-80.4% | $7,088-99.0% | $100-32.0% |