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; Shareholde... | $150,025 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
NATIONAL FINANCIAL SERVICES8+ 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 | $130,790 | $140,190-6.7% | $115,756+13.0% | $77,904+67.9% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.1%+21.3pp | 73.7%+24.7pp |
| Annual return | -15.52% | -13.46%-2.1pp | 143.14%-158.7pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,947 | $3,169-38.6% | $3,793-48.7% | $2,848-31.6% |
| Participant deferral / active EE | $8,308 | $5,401+53.8% | $6,254+32.9% | $4,806+72.9% |
| Admin fee / account holder | $96 | $138-30.4% | $8,124-98.8% | $133-27.3% |