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 | Distribution (12b-1) fees; Sales load... | $390,492 |
AON CONSULTING4 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $96,137 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
NATIONAL FINANCIAL SERVICES6+ 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 | $50,685 | $47,634+6.4% | $90,404-43.9% | $90,288-43.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 15.50% | 19.61%-4.1pp | 1293.02%-1277.5pp | 53.97%-38.5pp |
| Employer contribution / active EE | $2,680 | $1,749+53.3% | $3,262-17.8% | $2,524+6.2% |
| Participant deferral / active EE | $7,377 | $2,824+161.2% | $3,963+86.1% | $4,232+74.3% |
| Admin fee / account holder | $74 | $106-30.0% | $5,611-98.7% | $114-34.9% |