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 | Investment management; Finders' fees ... | $65,016 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,285 | $84,948+31.0% | $70,449+58.0% | $73,409+51.6% |
| Participation rate | 99.3% | 79.9%+19.4pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 8.18% | 13.39%-5.2pp | 109.03%-100.9pp | 59.29%-51.1pp |
| Employer contribution / active EE | $4,026 | $2,834+42.1% | $2,737+47.1% | $2,234+80.3% |
| Participant deferral / active EE | $6,876 | $3,387+103.0% | $3,709+85.4% | $3,805+80.7% |
| Admin fee / account holder | $126 | $98+28.2% | $3,845-96.7% | $158-20.3% |