Filed November 20, 2004
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 |
|---|---|---|
SECURITIES AMERICA INC10+ years Service code 55 · EIN 47-0648506 | Other Commissions | $18,291 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $10,235 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,663 | $92,090-43.9% | $106,201-51.4% | $77,671-33.5% |
| Participation rate | 76.6% | 81.0%-4.5pp | 75.3%+1.3pp | 70.6%+6.0pp |
| Annual return | 12.17% | 17.89%-5.7pp | 116.26%-104.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $3,192 | $3,368-5.2% | $3,170+0.7% | $2,726+17.1% |
| Participant deferral / active EE | $3,452 | $5,386-35.9% | $5,012-31.1% | $4,648-25.7% |
| Admin fee / account holder | $19 | $219-91.1% | $11,039-99.8% | $430-95.5% |