Filed February 17, 2006
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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $27,192 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,761 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-2535629 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,191 | $58,726+28.0% | $92,233-18.5% | $62,292+20.7% |
| Participation rate | 92.8% | 68.3%+24.4pp | 76.5%+16.3pp | 69.5%+23.2pp |
| Annual return | 17.86% | 43.62%-25.8pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $960 | $2,392-59.9% | $3,679-73.9% | $2,042-53.0% |
| Participant deferral / active EE | $4,032 | $2,766+45.8% | $3,897+3.5% | $3,169+27.2% |
| Admin fee / account holder | $80 | $556-85.6% | $5,194-98.5% | $479-83.3% |