Filed August 8, 1994
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | Float revenue; Participant communicat... | $16,141 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,286 | $66,457+19.3% | $81,438-2.6% | $77,671+2.1% |
| Participation rate | 98.5% | 68.7%+29.8pp | 69.5%+29.0pp | 70.6%+28.0pp |
| Annual return | 9.55% | 15.93%-6.4pp | 24.74%-15.2pp | 31.21%-21.7pp |
| Employer contribution / active EE | $2,822 | $2,159+30.7% | $2,460+14.7% | $2,726+3.5% |
| Participant deferral / active EE | $4,304 | $3,679+17.0% | $3,883+10.8% | $4,648-7.4% |
| Admin fee / account holder | $27 | $583-95.4% | $5,764-99.5% | $430-93.8% |