Filed January 31, 2007 (most recent of 3 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 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 | Finders' fees / placement fees; Inves... | $580,675 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 16 · EIN 43-0538770 | Consulting | $84,738 |
MUNSON HEALTHCARE1 year Service code 14 · EIN 38-2640544 | Plan Administrator | $27,450 |
Service code 29 · EIN 38-1422647 | Legal | $6,183 |
NATIONAL FINANCIAL SERVICES8+ 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 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 | $51,671 | $52,346-1.3% | $143,757-64.1% | $78,044-33.8% |
| Participation rate | 69.6% | 72.7%-3.1pp | 80.3%-10.7pp | 74.4%-4.9pp |
| Annual return | -16.14% | -14.19%-1.9pp | -0.04%-16.1pp | 10.87%-27.0pp |
| Employer contribution / active EE | $896 | $2,131-58.0% | $4,951-81.9% | $3,125-71.3% |
| Participant deferral / active EE | $4,074 | $3,800+7.2% | $5,637-27.7% | $5,084-19.9% |
| Admin fee / account holder | $96 | $63+50.9% | $14,673-99.3% | $79+21.2% |