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; Claims pr... | $200,077 |
CURCIO WEBB8+ years Service code 16 · EIN 36-4171366 | Consulting | $20,151 |
NATIONAL FINANCIAL SERVICES6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,659 | $130,141-67.2% | $86,677-50.8% | $77,904-45.2% |
| Participation rate | 82.5% | 85.9%-3.4pp | 76.6%+5.9pp | 73.7%+8.8pp |
| Annual return | -16.92% | -12.75%-4.2pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,945 | $3,220-39.6% | $2,836-31.4% | $2,848-31.7% |
| Participant deferral / active EE | $2,778 | $5,757-51.8% | $4,656-40.3% | $4,806-42.2% |
| Admin fee / account holder | $61 | $132-53.9% | $7,493-99.2% | $133-54.1% |