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 | Investment management; Claims process... | $178,922 |
NATIONAL FINANCIAL SERVICES9+ 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 | $33,255 | $48,698-31.7% | $93,606-64.5% | $199,593-83.3% |
| Participation rate | 96.2% | 63.5%+32.7pp | 68.7%+27.5pp | 72.0%+24.2pp |
| Annual return | 11.33% | 15.34%-4.0pp | 133.20%-121.9pp | 34.25%-22.9pp |
| Employer contribution / active EE | $1,195 | $1,135+5.3% | $2,420-50.6% | $3,034-60.6% |
| Participant deferral / active EE | $2,985 | $2,817+6.0% | $4,411-32.3% | $5,087-41.3% |
| Admin fee / account holder | $132 | $195-32.2% | $8,285-98.4% | $269-50.8% |