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 | Distribution (12b-1) fees; Participan... | $162,090 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $33,299 | $44,626-25.4% | $86,188-61.4% | $80,160-58.5% |
| Participation rate | 97.0% | 63.5%+33.5pp | 69.0%+28.1pp | 72.9%+24.1pp |
| Annual return | 13.07% | 19.61%-6.5pp | 1168.45%-1155.4pp | 40.38%-27.3pp |
| Employer contribution / active EE | $1,352 | $1,099+23.0% | $2,380-43.2% | $2,978-54.6% |
| Participant deferral / active EE | $3,180 | $2,769+14.9% | $3,985-20.2% | $5,017-36.6% |
| Admin fee / account holder | $131 | $133-1.6% | $6,852-98.1% | $145-9.6% |