Filed January 6, 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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $109,811 |
Service code 27 · EIN 84-1305000 | Advisory (Plan) | $24,750 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $5,500 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,983 | $94,833+83.5% | $75,696+129.8% | $86,799+100.4% |
| Participation rate | 69.0% | 79.1%-10.1pp | 74.8%-5.8pp | 72.3%-3.2pp |
| Annual return | 12.79% | 16.91%-4.1pp | 104.53%-91.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,337 | $2,904-19.5% | $2,743-14.8% | $2,405-2.8% |
| Participant deferral / active EE | $4,938 | $3,632+36.0% | $3,821+29.2% | $4,131+19.5% |
| Admin fee / account holder | $122 | $109+12.5% | $3,619-96.6% | $170-27.9% |