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 | Other fees; Securities brokerage | $30,961 |
AEGIS RETIREMENT PARTNERS2 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $19,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,835 | $46,292-61.5% | $143,757-87.6% | $64,808-72.5% |
| Participation rate | 92.9% | 64.2%+28.7pp | 80.3%+12.6pp | 71.5%+21.5pp |
| Annual return | -16.36% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,619 | $1,910-15.2% | $4,951-67.3% | $2,506-35.4% |
| Participant deferral / active EE | $2,420 | $2,646-8.5% | $5,637-57.1% | $4,310-43.9% |
| Admin fee / account holder | $116 | $154-24.3% | $14,673-99.2% | $188-38.0% |