Filed December 1, 2006
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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,653 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,644 |
PIONEER1 year Filed as: PIONEER METAL FINISHING LLC Service code 99 480 PILGRIM WAY · GREEN BAY, WI 54304 | Other Fees | $12,978 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,991 |
Service code 99 1250 BROADWAY 32ND FL · NEW YORK, NY 10001 | Other Fees | $314 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,511 | $93,131-52.2% | $106,548-58.2% | $86,799-48.7% |
| Participation rate | 80.4% | 81.4%-1.0pp | 76.1%+4.3pp | 72.3%+8.1pp |
| Annual return | 94.84% | 19.45%+75.4pp | 26.80%+68.0pp | 97.91%-3.1pp |
| Employer contribution / active EE | $1,102 | $2,895-61.9% | $2,819-60.9% | $2,405-54.2% |
| Participant deferral / active EE | $1,841 | $4,708-60.9% | $4,398-58.1% | $4,131-55.4% |
| Admin fee / account holder | $29 | $145-80.1% | $7,407-99.6% | $170-82.9% |