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 | Recordkeeping fees; Participant loan ... | $92,900 |
NATIONAL FINANCIAL SERVICES5+ 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 | $344,924 | $89,652+284.7% | $141,162+144.3% | $65,185+429.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 21.14% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.2pp |
| Employer contribution / active EE | $10,705 | $3,065+249.3% | $4,735+126.1% | $2,177+391.8% |
| Participant deferral / active EE | $8,694 | $5,691+52.8% | $6,709+29.6% | $3,514+147.4% |
| Admin fee / account holder | $678 | $569+19.3% | $10,261-93.4% | $847-19.9% |