Filed August 8, 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 | Participant loan processing; Recordke... | $89,471 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $328,497 | $73,102+349.4% | $123,544+165.9% | $56,287+483.6% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.3pp |
| Annual return | -3.41% | 3.01%-6.4pp | 119.20%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $10,961 | $2,977+268.2% | $4,628+136.8% | $2,111+419.2% |
| Participant deferral / active EE | $8,733 | $5,423+61.0% | $6,426+35.9% | $3,350+160.7% |
| Admin fee / account holder | $758 | $554+36.9% | $9,284-91.8% | $521+45.5% |