Filed January 12, 2006 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $21,477 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $20,674 |
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 | $35,431 | $71,192-50.2% | $117,854-69.9% | $62,292-43.1% |
| Participation rate | 97.9% | 74.2%+23.7pp | 79.7%+18.3pp | 69.5%+28.4pp |
| Annual return | 19.41% | 18.66%+0.8pp | 335.08%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $648 | $1,934-66.5% | $3,786-82.9% | $2,042-68.3% |
| Participant deferral / active EE | $3,651 | $3,189+14.5% | $4,482-18.5% | $3,169+15.2% |
| Admin fee / account holder | $153 | $587-74.0% | $8,020-98.1% | $479-68.1% |