Filed July 17, 1997
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 | Investment management; Participant co... | $20,961 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,261 | $57,103-41.8% | $87,507-62.0% | $57,658-42.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 5.76% | 12.71%-7.0pp | 12.21%-6.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $305 | $1,107-72.4% | $2,550-88.0% | $1,974-84.5% |
| Participant deferral / active EE | $2,194 | $2,250-2.5% | $3,149-30.3% | $3,061-28.3% |
| Admin fee / account holder | $25 | $281-91.0% | $4,221-99.4% | $95-73.4% |