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 | Investment management; Claims process... | $119,565 |
NATIONAL FINANCIAL SERVICES5+ 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 | $124,485 | $127,218-2.1% | $392,568-68.3% | $77,787+60.0% |
| Participation rate | 97.9% | 82.0%+15.9pp | 78.1%+19.8pp | 73.2%+24.7pp |
| Annual return | 21.71% | 25.27%-3.6pp | 24.42%-2.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,577 | $3,064-48.5% | $3,783-58.3% | $2,504-37.0% |
| Participant deferral / active EE | $6,556 | $4,820+36.0% | $5,985+9.5% | $3,967+65.2% |
| Admin fee / account holder | $72 | $89-19.6% | $6,260-98.9% | $100-28.4% |