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 | Sales loads (front end and deferred);... | $158,895 |
NATIONAL FINANCIAL SERVICES7+ 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 | $30,678 | $39,973-23.3% | $79,550-61.4% | $77,904-60.6% |
| Participation rate | 95.2% | 64.6%+30.6pp | 69.5%+25.7pp | 73.7%+21.5pp |
| Annual return | -14.63% | 3.42%-18.0pp | 0.16%-14.8pp | 12.21%-26.8pp |
| Employer contribution / active EE | $1,182 | $1,088+8.7% | $2,413-51.0% | $2,848-58.5% |
| Participant deferral / active EE | $3,015 | $2,774+8.7% | $3,985-24.4% | $4,806-37.3% |
| Admin fee / account holder | $124 | $113+10.2% | $6,832-98.2% | $133-6.1% |