Filed September 12, 1994
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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $26,226 |
PFS INVESTMENTS2 years Service code 61 | Finders' fees / placement fees | $9,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,052 | $82,978-73.4% | $129,995-83.0% | $71,457-69.1% |
| Participation rate | 75.2% | 74.1%+1.2pp | 78.5%-3.2pp | 67.9%+7.3pp |
| Annual return | 68.09% | 20.60%+47.5pp | -137.18%+205.3pp | 28.85%+39.2pp |
| Employer contribution / active EE | $1,399 | $2,622-46.6% | $4,320-67.6% | $2,588-45.9% |
| Participant deferral / active EE | $2,799 | $4,432-36.9% | $5,820-51.9% | $4,289-34.7% |
| Admin fee / account holder | $38 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |