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 | Direct payment from the plan; Claims ... | $645,010 |
AON CONSULTING1 year Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $61,695 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $33,440 | $177,276-81.1% | $86,590-61.4% | $177,276-81.1% |
| Participation rate | 71.4% | 74.8%-3.5pp | 73.5%-2.2pp | 74.8%-3.5pp |
| Annual return | 19.12% | 21.25%-2.1pp | 964.84%-945.7pp | 21.25%-2.1pp |
| Employer contribution / active EE | $1,952 | $2,479-21.2% | $2,839-31.2% | $2,479-21.2% |
| Participant deferral / active EE | $3,388 | $3,881-12.7% | $3,609-6.1% | $3,881-12.7% |
| Admin fee / account holder | $44 | $154-71.5% | $4,906-99.1% | $154-71.5% |