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; Direct pa... | $201,352 |
CURCIO WEBB9+ years Service code 16 · EIN 36-4171366 | Consulting | $20,221 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $48,725 | $104,697-53.5% | $96,544-49.5% | $80,160-39.2% |
| Participation rate | 84.6% | 86.4%-1.8pp | 76.0%+8.6pp | 72.9%+11.7pp |
| Annual return | 17.78% | 21.78%-4.0pp | 25.84%-8.1pp | 40.38%-22.6pp |
| Employer contribution / active EE | $2,242 | $3,536-36.6% | $2,965-24.4% | $2,978-24.7% |
| Participant deferral / active EE | $2,691 | $6,188-56.5% | $4,851-44.5% | $5,017-46.4% |
| Admin fee / account holder | $58 | $107-46.1% | $8,252-99.3% | $145-60.3% |