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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,975 |
SECURITIES AMERICA INC2+ years Service code 55 · EIN 11-2551174 | Other Commissions | $2,356 |
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 | $46,507 | $74,024-37.2% | $77,999-40.4% | $57,658-19.3% |
| Participation rate | 86.8% | 79.7%+7.0pp | 75.5%+11.2pp | 70.2%+16.5pp |
| Annual return | 7.65% | 12.14%-4.5pp | 425.96%-418.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,971 | $2,365-16.6% | $2,470-20.2% | $1,974-0.1% |
| Participant deferral / active EE | $2,890 | $3,533-18.2% | $3,497-17.4% | $3,061-5.6% |
| Admin fee / account holder | $33 | $93-64.8% | $5,480-99.4% | $95-65.3% |