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 | $43,579 |
AEGIS RETIREMENT PARTNERS4 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $10,268 |
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 | $26,711 | $50,815-47.4% | $155,509-82.8% | $77,643-65.6% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 11.47% | 34.80%-23.3pp | 64.67%-53.2pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,878 | $1,993-5.8% | $4,672-59.8% | $2,726-31.1% |
| Participant deferral / active EE | $2,905 | $2,822+2.9% | $5,626-48.4% | $4,647-37.5% |
| Admin fee / account holder | $163 | $437-62.6% | $15,912-99.0% | $430-62.1% |