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 | Float revenue; Account maintenance fe... | $51,903 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,817 | $95,542+8.7% | $69,455+49.5% | $67,579+53.6% |
| Participation rate | 91.9% | 79.4%+12.5pp | 74.6%+17.3pp | 71.3%+20.6pp |
| Annual return | 11.77% | 17.67%-5.9pp | 28.97%-17.2pp | 378.56%-366.8pp |
| Employer contribution / active EE | $3,887 | $2,989+30.1% | $2,779+39.9% | $2,148+81.0% |
| Participant deferral / active EE | $6,812 | $3,263+108.8% | $3,535+92.7% | $3,539+92.5% |
| Admin fee / account holder | $104 | $90+16.0% | $3,839-97.3% | $142-26.8% |