Filed July 28, 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 |
|---|---|---|
MATTINGLEY CATHERINE J3 years Service code 55 | Other Commissions | $21,415 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $81,959 | $47,648+72.0% | $130,648-37.3% | $67,579+21.3% |
| Participation rate | 33.6% | 60.4%-26.9pp | 71.7%-38.2pp | 71.3%-37.7pp |
| Annual return | 17.79% | 25.73%-7.9pp | 1708.96%-1691.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $572 | $1,408-59.4% | $4,092-86.0% | $2,148-73.4% |
| Participant deferral / active EE | $1,586 | $2,616-39.4% | $3,603-56.0% | $3,539-55.2% |
| Admin fee / account holder | $143 | $105+36.6% | $5,464-97.4% | $142+0.8% |