Filed January 19, 2006 (most recent of 2 filings on file)
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 | Shareholder servicing fees; Sales loa... | $192,422 |
CURCIO WEBB6+ years Service code 16 · EIN 36-4171366 | Consulting | $14,814 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,086 | $176,491-71.1% | $95,952-46.8% | $90,288-43.4% |
| Participation rate | 74.5% | 86.6%-12.1pp | 77.1%-2.6pp | 73.4%+1.2pp |
| Annual return | 18.89% | 20.14%-1.2pp | 91.61%-72.7pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,438 | $2,789-48.4% | $2,541-43.4% | $2,524-43.0% |
| Participant deferral / active EE | $2,251 | $5,340-57.8% | $4,167-46.0% | $4,232-46.8% |
| Admin fee / account holder | $71 | $154-53.8% | $6,795-99.0% | $114-37.6% |