Filed August 1, 1994
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; Finders' fees / p... | $550,819 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP MSSB Service code 16 | Consulting | $92,748 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 16 34 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $20,019 | $31,810-37.1% | $64,105-68.8% | $59,188-66.2% |
| Participation rate | 87.1% | 57.7%+29.4pp | 68.2%+18.9pp | 69.4%+17.6pp |
| Annual return | 2.62% | 9.41%-6.8pp | 791.24%-788.6pp | 5.51%-2.9pp |
| Employer contribution / active EE | $479 | $659-27.3% | $1,820-73.7% | $2,098-77.2% |
| Participant deferral / active EE | $1,205 | $1,582-23.9% | $2,822-57.3% | $3,265-63.1% |
| Admin fee / account holder | $109 | $57+90.8% | $4,499-97.6% | $92+17.7% |