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 | Participant loan processing; Particip... | $57,407 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,195 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH, JOANOU, & GREGSON L Service code 10 · EIN 95-3322166 | Accounting | $13,260 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,391 | $62,928-83.5% | $172,739-94.0% | $67,579-84.6% |
| Participation rate | 93.0% | 64.5%+28.6pp | 82.6%+10.4pp | 71.3%+21.8pp |
| Annual return | 8.80% | 30.36%-21.6pp | 802.84%-794.0pp | 378.56%-369.8pp |
| Employer contribution / active EE | $1,269 | $1,636-22.4% | $5,143-75.3% | $2,148-40.9% |
| Participant deferral / active EE | $1,465 | $2,145-31.7% | $5,198-71.8% | $3,539-58.6% |
| Admin fee / account holder | $86 | $167-48.3% | $13,954-99.4% | $142-39.5% |