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 | Participant loan processing; Float re... | $67,993 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $126,444 | $83,884+50.7% | $64,056+97.4% | $74,419+69.9% |
| Participation rate | 78.6% | 76.6%+2.0pp | 72.3%+6.3pp | 70.7%+7.9pp |
| Annual return | 7.49% | 16.57%-9.1pp | 33.69%-26.2pp | 34.38%-26.9pp |
| Employer contribution / active EE | $4,134 | $3,084+34.1% | $2,747+50.5% | $2,637+56.8% |
| Participant deferral / active EE | $7,152 | $3,692+93.7% | $3,880+84.3% | $4,528+57.9% |
| Admin fee / account holder | $124 | $196-36.6% | $3,068-95.9% | $348-64.3% |