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... | $84,642 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $28,850 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,563 |
Service code 27 · EIN 84-1305000 | Advisory (Plan) | $6,188 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,094 | $91,762+85.4% | $67,502+152.0% | $77,643+119.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.9%+18.1pp | 70.6%+20.4pp |
| Annual return | 12.57% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $4,455 | $3,181+40.1% | $2,731+63.1% | $2,726+63.4% |
| Participant deferral / active EE | $6,441 | $3,903+65.0% | $4,000+61.0% | $4,647+38.6% |
| Admin fee / account holder | $96 | $176-45.7% | $3,998-97.6% | $430-77.8% |