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 | Claims processing; Recordkeeping fees... | $79,841 |
NATIONAL FINANCIAL SERVICES9+ 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 | $134,587 | $91,762+46.7% | $67,502+99.4% | $77,643+73.3% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.9%+15.3pp | 70.6%+17.6pp |
| Annual return | 13.25% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,038 | $3,181+27.0% | $2,731+47.9% | $2,726+48.1% |
| Participant deferral / active EE | $7,258 | $3,903+85.9% | $4,000+81.5% | $4,647+56.2% |
| Admin fee / account holder | $140 | $176-20.7% | $3,998-96.5% | $430-67.6% |