Filed June 30, 2005
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 communication; Participan... | $174,008 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $22,912 | $33,780-32.2% | $74,550-69.3% | $75,289-69.6% |
| Participation rate | 97.6% | 62.7%+34.9pp | 69.1%+28.5pp | 72.4%+25.2pp |
| Annual return | -5.31% | -1.24%-4.1pp | 32.53%-37.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,157 | $845+36.9% | $1,961-41.0% | $2,405-51.9% |
| Participant deferral / active EE | $2,349 | $1,890+24.3% | $3,108-24.4% | $3,739-37.2% |
| Admin fee / account holder | $139 | $86+60.5% | $5,060-97.3% | $102+35.4% |