Filed July 19, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1 year Service code 55 · EIN 23-2384840 | Other Commissions | $15,517 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,496 | $46,732-64.7% | $156,551-89.5% | $55,167-70.1% |
| Participation rate | 98.7% | 65.8%+32.9pp | 84.0%+14.7pp | 69.0%+29.8pp |
| Annual return | 7.35% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,247 | $2,105-40.8% | $5,501-77.3% | $1,963-36.5% |
| Participant deferral / active EE | $1,446 | $2,204-34.4% | $4,871-70.3% | $3,054-52.6% |
| Admin fee / account holder | $2 | $418-99.6% | $13,028-100.0% | $504-99.7% |