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 |
|---|---|---|
Service code 33 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $31,725 |
Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $13,590 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,385 | $56,485-60.4% | $185,823-88.0% | $86,799-74.2% |
| Participation rate | 90.1% | 65.5%+24.6pp | 81.7%+8.4pp | 72.3%+17.8pp |
| Annual return | 11.97% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,458 | $1,843-20.9% | $5,167-71.8% | $2,405-39.4% |
| Participant deferral / active EE | $2,334 | $2,553-8.6% | $5,568-58.1% | $4,131-43.5% |
| Admin fee / account holder | $137 | $150-8.7% | $16,237-99.2% | $170-19.5% |