Filed December 10, 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 |
|---|---|---|
PFS INVESTMENTS5 years Service code 55 · EIN 58-1436188 | Other Commissions | $27,528 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,756 |
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 | $97,549 | $87,870+11.0% | $113,168-13.8% | $74,304+31.3% |
| Participation rate | 45.8% | 70.7%-25.0pp | 76.6%-30.8pp | 60.3%-14.6pp |
| Annual return | 16.16% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,348 | $2,277-40.8% | $2,975-54.7% | $2,241-39.9% |
| Participant deferral / active EE | $2,255 | $4,241-46.8% | $5,107-55.8% | $3,767-40.1% |
| Admin fee / account holder | $29 | $3,368-99.1% | $12,068-99.8% | $2,969-99.0% |