Filed February 24, 2006 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $878,236 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $64,718 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 27 · EIN 36-2235791 | Advisory (Plan) | $57,294 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $26,641 | $65,292-59.2% | $78,689-66.1% | $65,292-59.2% |
| Participation rate | 98.1% | 72.4%+25.7pp | 73.6%+24.5pp | 72.4%+25.7pp |
| Annual return | 10.06% | 11.84%-1.8pp | 62.18%-52.1pp | 11.84%-1.8pp |
| Employer contribution / active EE | $1,826 | $2,302-20.7% | $2,851-35.9% | $2,302-20.7% |
| Participant deferral / active EE | $8,246 | $3,579+130.4% | $3,517+134.5% | $3,579+130.4% |
| Admin fee / account holder | $142 | $57+147.5% | $4,510-96.9% | $57+147.5% |