Filed April 7, 1998
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 | Shareholder servicing fees; Participa... | $61,251 |
HAYASHI & WAYLAND1 year Filed as: HAYASHI & WAYLAND LLP Service code 10 · EIN 20-1939256 | Accounting | $12,350 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $90,507 | $54,368+66.5% | $117,039-22.7% | $62,292+45.3% |
| Participation rate | 96.1% | 64.9%+31.2pp | 77.2%+18.9pp | 69.5%+26.6pp |
| Annual return | 11.09% | 21.77%-10.7pp | 18.95%-7.9pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,641 | $1,692+115.2% | $3,785-3.8% | $2,042+78.3% |
| Participant deferral / active EE | $3,460 | $2,269+52.5% | $3,929-12.0% | $3,169+9.2% |
| Admin fee / account holder | $298 | $493-39.6% | $5,974-95.0% | $479-37.8% |