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; Share... | $149,342 |
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $65,000 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,014 | $120,450+5.4% | $159,436-20.3% | $93,030+36.5% |
| Participation rate | 92.8% | 78.0%+14.8pp | 82.8%+9.9pp | 73.9%+18.9pp |
| Annual return | 15.94% | 27.11%-11.2pp | 263.57%-247.6pp | 158.70%-142.8pp |
| Employer contribution / active EE | $4,183 | $3,526+18.7% | $4,829-13.4% | $2,706+54.6% |
| Participant deferral / active EE | $4,850 | $7,283-33.4% | $7,352-34.0% | $4,562+6.3% |
| Admin fee / account holder | $147 | $137+7.8% | $10,799-98.6% | $152-2.8% |