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 ... | $82,645 |
NATIONAL FINANCIAL SERVICES6+ 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 | $132,289 | $94,833+39.5% | $75,696+74.8% | $86,799+52.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 22.30% | 16.91%+5.4pp | 104.53%-82.2pp | 97.91%-75.6pp |
| Employer contribution / active EE | $4,374 | $2,904+50.6% | $2,743+59.5% | $2,405+81.9% |
| Participant deferral / active EE | $7,488 | $3,632+106.2% | $3,821+95.9% | $4,131+81.3% |
| Admin fee / account holder | $156 | $109+43.3% | $3,619-95.7% | $170-8.2% |