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 | Direct payment from the plan; Claims ... | $156,648 |
NATIONAL FINANCIAL SERVICES4+ 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 | $26,077 | $40,113-35.0% | $84,015-69.0% | $77,787-66.5% |
| Participation rate | 97.8% | 62.8%+35.0pp | 69.0%+28.8pp | 73.2%+24.6pp |
| Annual return | 19.47% | 23.27%-3.8pp | 71.31%-51.8pp | 32.57%-13.1pp |
| Employer contribution / active EE | $1,196 | $847+41.2% | $1,983-39.7% | $2,504-52.3% |
| Participant deferral / active EE | $2,366 | $2,030+16.6% | $3,239-26.9% | $3,967-40.4% |
| Admin fee / account holder | $117 | $92+27.4% | $6,101-98.1% | $100+16.7% |