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 | Participant loan processing; Float re... | $299,355 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,343 | $42,419-35.5% | $104,294-73.8% | $77,904-64.9% |
| Participation rate | 93.3% | 51.6%+41.7pp | 73.3%+20.0pp | 73.7%+19.6pp |
| Annual return | -11.31% | -11.16%-0.2pp | 24.61%-35.9pp | 12.21%-23.5pp |
| Employer contribution / active EE | $1,447 | $1,105+30.9% | $3,372-57.1% | $2,848-49.2% |
| Participant deferral / active EE | $2,875 | $1,992+44.4% | $4,625-37.8% | $4,806-40.2% |
| Admin fee / account holder | $68 | $117-41.8% | $7,339-99.1% | $133-48.5% |