Filed December 10, 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 8-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 |
|---|---|---|
NBC SECURITIES INC1 year Filed as: NBC SECURITIES, INC. Service code 21 · EIN 63-0923499 | Bank Trustee | $11,035 |
Service code 21 · EIN 59-1230704 | Bank Trustee | $6,301 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,296 | $46,173-79.9% | $170,442-94.5% | $69,631-86.7% |
| Participation rate | 75.8% | 63.9%+11.9pp | 83.6%-7.8pp | 70.7%+5.1pp |
| Annual return | 11.20% | 21.62%-10.4pp | 205.93%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $32 | $116-72.8% | $13,880-99.8% | $110-71.4% |