Filed January 30, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $96,190 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,548 |
WITHUMSMITH+BROWN, PC1 year Filed as: REGAN, LEVIN, BLOSS, BROWN & SAVCH Service code 10 · EIN 27-0641509 | Accounting | $6,077 |
M HOLDINGS SECURITIES INC2 years Service code 53 · EIN 91-1802259 | Insurance Commissions | $4,589 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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 | $46,159 | $65,118-29.1% | $76,768-39.9% | $55,725-17.2% |
| Participation rate | 98.8% | 79.6%+19.1pp | 77.0%+21.8pp | 70.9%+27.9pp |
| Annual return | -2.60% | -1.27%-1.3pp | 2.43%-5.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,166 | $1,941-39.9% | $2,485-53.1% | $2,078-43.9% |
| Participant deferral / active EE | $2,334 | $3,688-36.7% | $3,852-39.4% | $3,356-30.4% |
| Admin fee / account holder | $210 | $116+80.9% | $6,675-96.9% | $115+82.0% |