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; Sales loads (front end... | $333,590 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,214 | $50,287-47.9% | $112,229-76.6% | $80,160-67.3% |
| Participation rate | 87.8% | 52.9%+34.9pp | 72.4%+15.4pp | 72.9%+14.9pp |
| Annual return | 10.19% | 19.72%-9.5pp | 30.20%-20.0pp | 40.38%-30.2pp |
| Employer contribution / active EE | $1,337 | $1,211+10.5% | $3,430-61.0% | $2,978-55.1% |
| Participant deferral / active EE | $2,607 | $2,265+15.1% | $4,798-45.7% | $5,017-48.0% |
| Admin fee / account holder | $67 | $116-42.6% | $7,748-99.1% | $145-54.0% |