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 | Recordkeeping fees; Direct payment fr... | $86,636 |
NATIONAL FINANCIAL SERVICES2+ 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 | $92,108 | $107,045-14.0% | $108,745-15.3% | $63,975+44.0% |
| Participation rate | 95.3% | 81.9%+13.4pp | 77.7%+17.6pp | 71.1%+24.2pp |
| Annual return | 7.44% | 18.14%-10.7pp | 46.22%-38.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,620 | $2,651-38.9% | $3,323-51.2% | $2,182-25.7% |
| Participant deferral / active EE | $6,209 | $4,292+44.7% | $5,121+21.2% | $3,356+85.0% |
| Admin fee / account holder | $42 | $67-36.9% | $6,144-99.3% | $70-39.9% |