Filed April 8, 1996
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 4-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 | Participant communication; Participan... | $76,690 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,850 | $42,582+26.5% | $171,082-68.5% | $57,658-6.6% |
| Participation rate | 97.9% | 63.9%+34.0pp | 76.7%+21.2pp | 70.2%+27.7pp |
| Annual return | 7.94% | 308.67%-300.7pp | 32.56%-24.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,540 | $1,306+17.9% | $4,002-61.5% | $1,974-22.0% |
| Participant deferral / active EE | $4,412 | $2,933+50.4% | $4,797-8.0% | $3,061+44.1% |
| Admin fee / account holder | $95 | $82+15.4% | $8,520-98.9% | $95+0.5% |