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 | Direct payment from the plan; Claims ... | $341,762 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $22,896 | $41,774-45.2% | $118,925-80.7% | $90,288-74.6% |
| Participation rate | 92.2% | 55.0%+37.2pp | 75.4%+16.8pp | 73.4%+18.8pp |
| Annual return | 3.54% | 16.64%-13.1pp | 35.88%-32.3pp | 53.97%-50.4pp |
| Employer contribution / active EE | $1,098 | $986+11.4% | $3,263-66.3% | $2,524-56.5% |
| Participant deferral / active EE | $2,116 | $1,683+25.7% | $4,265-50.4% | $4,232-50.0% |
| Admin fee / account holder | $68 | $85-19.3% | $6,581-99.0% | $114-40.1% |