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; Sales... | $376,434 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,247 | $55,347-54.4% | $120,354-79.0% | $199,593-87.4% |
| Participation rate | 87.5% | 52.9%+34.7pp | 71.9%+15.6pp | 72.0%+15.6pp |
| Annual return | 11.73% | 15.37%-3.6pp | 107.15%-95.4pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,207 | $1,296-6.8% | $3,463-65.1% | $3,034-60.2% |
| Participant deferral / active EE | $2,240 | $2,350-4.7% | $4,991-55.1% | $5,087-56.0% |
| Admin fee / account holder | $65 | $134-51.7% | $9,423-99.3% | $269-75.9% |