Filed February 3, 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 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 | Direct payment from the plan; Shareho... | $102,670 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,308 | $51,197+78.3% | $82,719+10.4% | $66,914+36.5% |
| Participation rate | 95.9% | 67.8%+28.0pp | 72.6%+23.3pp | 69.8%+26.0pp |
| Annual return | -13.42% | -9.64%-3.8pp | 701.18%-714.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $10,581 | $2,611+305.3% | $3,009+251.6% | $2,544+315.9% |
| Participant deferral / active EE | $6,174 | $3,458+78.6% | $4,395+40.5% | $4,237+45.7% |
| Admin fee / account holder | $247 | $416-40.6% | $5,329-95.4% | $593-58.4% |