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.
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 |
|---|---|---|
FIRST CLEARING LLC1 year Service code 55 · EIN 23-2384840 | Other Commissions | $15,517 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
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 | $16,496 | $46,732-64.7% | $156,549-89.5% | $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% | $13,027-100.0% | $504-99.7% |