Filed September 20, 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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,011 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $15,713 |
Filed as: AEGIS RETIREMENT PARTNERS,LLC Service code 27 · EIN 81-8017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Advisory (Plan) | $14,885 |
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 | $15,765 | $37,196-57.6% | $154,107-89.8% | $55,725-71.7% |
| Participation rate | 84.8% | 64.1%+20.7pp | 83.0%+1.8pp | 70.9%+14.0pp |
| Annual return | -6.51% | 1319.68%-1326.2pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $688 | $1,614-57.4% | $5,298-87.0% | $2,078-66.9% |
| Participant deferral / active EE | $1,297 | $2,068-37.3% | $5,081-74.5% | $3,356-61.4% |
| Admin fee / account holder | $80 | $102-20.9% | $13,411-99.4% | $115-30.3% |