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 | Sales loads (front end and deferred);... | $623,617 |
AON CONSULTING2 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $95,955 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $16,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,115 | $37,884-12.6% | $79,464-58.3% | $75,289-56.0% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.5pp | 72.4%+26.4pp |
| Annual return | -6.19% | 1.06%-7.3pp | 718.14%-724.3pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,503 | $1,680+49.0% | $2,800-10.6% | $2,405+4.1% |
| Participant deferral / active EE | $4,693 | $2,569+82.7% | $3,704+26.7% | $3,739+25.5% |
| Admin fee / account holder | $97 | $77+26.4% | $5,113-98.1% | $102-5.4% |