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 | Recordkeeping fees; Participant commu... | $160,082 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,189 | $43,466-21.3% | $90,951-62.4% | $90,288-62.1% |
| Participation rate | 96.1% | 62.5%+33.6pp | 69.0%+27.0pp | 73.4%+22.7pp |
| Annual return | 14.31% | 25.26%-10.9pp | 134.60%-120.3pp | 53.97%-39.7pp |
| Employer contribution / active EE | $1,172 | $840+39.5% | $2,122-44.8% | $2,524-53.6% |
| Participant deferral / active EE | $2,837 | $2,138+32.7% | $3,373-15.9% | $4,232-33.0% |
| Admin fee / account holder | $134 | $92+46.0% | $5,959-97.7% | $114+17.6% |