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; Direct payment fr... | $173,009 |
NATIONAL FINANCIAL SERVICES6+ 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 | $38,824 | $48,166-19.4% | $96,562-59.8% | $93,030-58.3% |
| Participation rate | 97.2% | 65.1%+32.1pp | 69.8%+27.4pp | 73.9%+23.3pp |
| Annual return | 11.46% | 21.31%-9.8pp | 37.78%-26.3pp | 158.70%-147.2pp |
| Employer contribution / active EE | $1,198 | $1,070+12.0% | $2,356-49.1% | $2,706-55.7% |
| Participant deferral / active EE | $3,105 | $2,576+20.5% | $3,849-19.3% | $4,562-31.9% |
| Admin fee / account holder | $146 | $110+32.9% | $6,181-97.6% | $152-3.4% |