Filed May 20, 2004
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; Participan... | $34,624 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,369 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,045 | $37,196-75.7% | $154,107-94.1% | $55,725-83.8% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.5pp | 70.9%+24.6pp |
| Annual return | 11.38% | 1319.68%-1308.3pp | 735.12%-723.7pp | 244.93%-233.6pp |
| Employer contribution / active EE | $1,322 | $1,614-18.1% | $5,298-75.1% | $2,078-36.4% |
| Participant deferral / active EE | $1,574 | $2,068-23.9% | $5,081-69.0% | $3,356-53.1% |
| Admin fee / account holder | $59 | $102-42.0% | $13,411-99.6% | $115-48.9% |