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 | Distribution (12b-1) fees; Finders' f... | $124,648 |
NATIONAL FINANCIAL SERVICES4+ 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 | $104,289 | $118,101-11.7% | $106,387-2.0% | $75,289+38.5% |
| Participation rate | 98.4% | 81.4%+16.9pp | 77.5%+20.9pp | 72.4%+25.9pp |
| Annual return | -5.27% | -2.42%-2.9pp | 0.25%-5.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,628 | $2,880-43.5% | $3,520-53.8% | $2,405-32.3% |
| Participant deferral / active EE | $6,415 | $4,681+37.0% | $5,421+18.3% | $3,739+71.6% |
| Admin fee / account holder | $65 | $85-22.9% | $7,510-99.1% | $102-36.3% |