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 and information managem... | $99,748 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,347 | $117,734-11.4% | $115,752-9.9% | $77,958+33.9% |
| Participation rate | 97.2% | 82.0%+15.2pp | 77.8%+19.5pp | 71.6%+25.6pp |
| Annual return | 18.33% | 17.65%+0.7pp | 19.41%-1.1pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1,523 | $2,736-44.3% | $3,492-56.4% | $2,310-34.1% |
| Participant deferral / active EE | $6,424 | $4,435+44.8% | $5,204+23.4% | $3,537+81.6% |
| Admin fee / account holder | $48 | $75-36.2% | $6,278-99.2% | $97-50.9% |