Filed June 22, 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 |
|---|---|---|
PURSHE KAPLAN STERLING INV2+ years Service code 55 · EIN 13-3749682 | Other Commissions | $25,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
Employer 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 | $44,418 | $52,884-16.0% | $84,750-47.6% | $55,167-19.5% |
| Participation rate | 89.4% | 67.5%+21.9pp | 76.6%+12.9pp | 69.0%+20.5pp |
| Annual return | 6.79% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $401 | $2,233-82.0% | $3,574-88.8% | $1,963-79.6% |
| Participant deferral / active EE | $3,855 | $2,644+45.8% | $3,712+3.9% | $3,054+26.2% |
| Admin fee / account holder | $6 | $581-98.9% | $5,332-99.9% | $504-98.8% |