Filed March 4, 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 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 | Shareholder servicing fees; Sales loa... | $290 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,493 | $55,636+1124.9% | $81,983+731.3% | $73,488+827.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 22.45% | 19.07%+3.4pp | 41.31%-18.9pp | 28.51%-6.1pp |
| Employer contribution / active EE | $29,944 | $1,625+1743.3% | $2,498+1098.7% | $2,270+1219.1% |
| Participant deferral / active EE | $16,160 | $2,762+485.0% | $3,722+334.2% | $3,740+332.1% |
| Admin fee / account holder | $2 | $493-99.6% | $5,664-100.0% | $513-99.7% |