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 | Account maintenance fees; Distributio... | $78,732 |
NATIONAL FINANCIAL SERVICES7+ 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 | $121,056 | $79,124+53.0% | $60,874+98.9% | $64,808+86.8% |
| Participation rate | 86.2% | 77.7%+8.5pp | 73.1%+13.1pp | 71.5%+14.7pp |
| Annual return | -8.78% | -7.13%-1.6pp | 16.90%-25.7pp | 32.82%-41.6pp |
| Employer contribution / active EE | $4,506 | $3,050+47.7% | $2,701+66.8% | $2,506+79.8% |
| Participant deferral / active EE | $7,657 | $3,725+105.5% | $3,817+100.6% | $4,310+77.6% |
| Admin fee / account holder | $147 | $106+39.0% | $3,224-95.4% | $188-21.8% |