Filed March 8, 1995
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; Float rev... | $91,676 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,153 | $99,628-11.5% | $105,218-16.2% | $59,188+48.9% |
| Participation rate | 94.5% | 80.5%+14.0pp | 77.2%+17.3pp | 69.4%+25.1pp |
| Annual return | 1.07% | 3.21%-2.1pp | 5.33%-4.3pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,564 | $2,454-36.2% | $3,255-51.9% | $2,098-25.4% |
| Participant deferral / active EE | $6,052 | $4,189+44.5% | $4,867+24.4% | $3,265+85.4% |
| Admin fee / account holder | $45 | $62-28.7% | $6,992-99.4% | $92-51.7% |