Filed June 27, 2000
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 6-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 | Account maintenance fees; Participant... | $1,884 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $29,262 | $42,383-31.0% | $76,523-61.8% | $64,186-54.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -3.25% | -16.54%+13.3pp | -0.27%-3.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,948 | $1,563+24.6% | $2,647-26.4% | $2,381-18.2% |
| Participant deferral / active EE | $2,244 | $2,566-12.6% | $3,835-41.5% | $3,470-35.3% |
| Admin fee / account holder | $50 | $3,198-98.4% | $4,848-99.0% | $4,888-99.0% |