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 | $52,579 |
AEGIS RETIREMENT PARTNERS5 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $12,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,772 | $50,982-29.8% | $154,803-76.9% | $85,563-58.2% |
| Participation rate | 95.7% | 59.8%+35.9pp | 78.1%+17.6pp | 66.0%+29.7pp |
| Annual return | 17.03% | 30.35%-13.3pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,514 | $1,708+47.2% | $4,305-41.6% | $2,654-5.2% |
| Participant deferral / active EE | $3,112 | $2,474+25.8% | $5,540-43.8% | $4,375-28.9% |
| Admin fee / account holder | $212 | $846-75.0% | $14,329-98.5% | $834-74.6% |