Filed November 29, 2005
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 | Distribution (12b-1) fees; Participan... | $208,269 |
MARINER LLC3 years Service code 16 · EIN 20-4553256 | Consulting | $43,093 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,456 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $68,440 | $67,512+1.4% | $185,823-63.2% | $93,030-26.4% |
| Participation rate | 63.7% | 67.1%-3.4pp | 81.7%-18.0pp | 73.9%-10.2pp |
| Annual return | 14.48% | 21.04%-6.6pp | 122.05%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $978 | $1,783-45.2% | $5,167-81.1% | $2,706-63.9% |
| Participant deferral / active EE | $3,673 | $3,035+21.0% | $5,568-34.0% | $4,562-19.5% |
| Admin fee / account holder | $129 | $318-59.5% | $16,237-99.2% | $152-15.2% |