Filed March 31, 2003 (most recent of 2 filings on file)
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 | Sales loads (front end and deferred);... | $48,221 |
NATIONAL FINANCIAL SERVICES3+ 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 | $101,959 | $70,083+45.5% | $59,878+70.3% | $55,725+83.0% |
| Participation rate | 80.1% | 78.4%+1.7pp | 74.7%+5.4pp | 70.9%+9.2pp |
| Annual return | 8.83% | 3.13%+5.7pp | 3.46%+5.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $3,722 | $2,878+29.3% | $2,722+36.8% | $2,078+79.1% |
| Participant deferral / active EE | $6,068 | $3,079+97.1% | $3,402+78.4% | $3,356+80.8% |
| Admin fee / account holder | $105 | $70+49.4% | $3,590-97.1% | $115-8.8% |