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 INVESTMENTS4 years Service code 55 · EIN 58-1436188 | Other Commissions | $25,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
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 | $83,899 | $79,184+6.0% | $102,438-18.1% | $74,546+12.5% |
| Participation rate | 54.0% | 74.8%-20.8pp | 76.5%-22.5pp | 67.2%-13.2pp |
| Annual return | 14.97% | 54.95%-40.0pp | 29.37%-14.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,343 | $2,362-43.2% | $3,024-55.6% | $2,624-48.8% |
| Participant deferral / active EE | $2,374 | $4,414-46.2% | $5,054-53.0% | $4,347-45.4% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,448-99.7% | $1,944-98.8% |