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 J5 years Service code 55 · EIN 54-3907516 | Other Commissions | $23,239 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,521 | $62,723+50.7% | $142,863-33.8% | $86,799+8.9% |
| Participation rate | 25.8% | 62.6%-36.7pp | 71.9%-46.1pp | 72.3%-46.5pp |
| Annual return | 13.49% | 17.62%-4.1pp | 5637.54%-5624.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $483 | $1,627-70.3% | $4,144-88.3% | $2,405-79.9% |
| Participant deferral / active EE | $1,264 | $3,039-58.4% | $3,837-67.0% | $4,131-69.4% |
| Admin fee / account holder | $212 | $140+51.8% | $6,560-96.8% | $170+24.9% |