Filed June 14, 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. $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 9-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 |
|---|---|---|
BREWSTER & BREWSTER, INC.6+ years Service code 15 · EIN 34-1842059 | Recordkeeping | $6,906 |
Filed as: FOURTH DIMENSION WEALTH, LLC Service code 27 · EIN 27-4624339 | Advisory (Plan) | $5,370 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $971 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $780 |
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 | $36,787 | $73,638-50.0% | $95,952-61.7% | $73,488-49.9% |
| Participation rate | 95.4% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 14.04% | 16.78%-2.7pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $692 | $1,863-62.9% | $2,541-72.8% | $2,270-69.5% |
| Participant deferral / active EE | $4,067 | $3,617+12.4% | $4,167-2.4% | $3,740+8.7% |
| Admin fee / account holder | $72 | $482-85.2% | $6,795-98.9% | $513-86.1% |