Filed January 26, 2006 (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; Direc... | $95,930 |
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $70,000 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $94,658 | $88,874+6.5% | $123,544-23.4% | $75,289+25.7% |
| Participation rate | 75.4% | 75.9%-0.4pp | 82.3%-6.9pp | 72.4%+3.0pp |
| Annual return | -4.60% | 4.22%-8.8pp | 119.20%-123.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,038 | $3,256-6.7% | $4,628-34.3% | $2,405+26.3% |
| Participant deferral / active EE | $3,663 | $6,174-40.7% | $6,426-43.0% | $3,739-2.0% |
| Admin fee / account holder | $145 | $95+53.6% | $9,284-98.4% | $102+41.9% |