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 INC3+ years Service code 55 · EIN 11-2551174 | Other Commissions | $29,825 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $25,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$364 |
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 | $47,325 | $75,284-37.1% | $91,001-48.0% | $69,631-32.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 75.6%+15.7pp | 70.7%+20.6pp |
| Annual return | 11.47% | 48.40%-36.9pp | 4.60%+6.9pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $1,824 | $2,473-26.3% | $2,456-25.7% | $2,032-10.3% |
| Participant deferral / active EE | $2,827 | $3,700-23.6% | $3,547-20.3% | $3,224-12.3% |
| Admin fee / account holder | $67 | $111-39.4% | $5,417-98.8% | $110-39.3% |