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 | Claims processing; Direct payment fro... | $94,578 |
Service code 27 · EIN 84-1305000 | Advisory (Plan) | $24,750 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,040 | $79,124+65.6% | $60,874+115.3% | $64,808+102.2% |
| Participation rate | 80.8% | 77.7%+3.1pp | 73.1%+7.7pp | 71.5%+9.3pp |
| Annual return | -12.33% | -7.13%-5.2pp | 16.90%-29.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $2,551 | $3,050-16.4% | $2,701-5.6% | $2,506+1.8% |
| Participant deferral / active EE | $5,025 | $3,725+34.9% | $3,817+31.7% | $4,310+16.6% |
| Admin fee / account holder | $75 | $106-28.7% | $3,224-97.7% | $188-59.9% |