Filed October 18, 2004
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 9-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);... | $244,827 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,572 | $37,213+33.2% | $156,549-68.3% | $63,975-22.5% |
| Participation rate | 86.5% | 65.0%+21.5pp | 84.0%+2.5pp | 71.1%+15.4pp |
| Annual return | 7.63% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $2,728 | $1,357+101.1% | $5,501-50.4% | $2,182+25.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $90 | $56+59.2% | $13,027-99.3% | $70+27.3% |