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 | Shareholder servicing fees; Participa... | $167,123 |
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $62,500 |
NATIONAL FINANCIAL SERVICES6 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 | $98,541 | $95,388+3.3% | $125,339-21.4% | $77,904+26.5% |
| Participation rate | 96.0% | 78.6%+17.4pp | 82.4%+13.6pp | 73.7%+22.3pp |
| Annual return | -16.43% | 116.19%-132.6pp | 572.05%-588.5pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,472 | $3,666-5.3% | $4,814-27.9% | $2,848+21.9% |
| Participant deferral / active EE | $5,470 | $7,711-29.1% | $7,446-26.5% | $4,806+13.8% |
| Admin fee / account holder | $148 | $119+24.1% | $10,010-98.5% | $133+11.3% |