Filed June 22, 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 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $62,107 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $32,957 |
ELLIN & TUCKER, CHARTERED3+ years Service code 10 · EIN 52-0959934 | Accounting | $16,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $53,916 | $46,100+17.0% | $86,590-37.7% | $69,631-22.6% |
| Participation rate | 71.9% | 67.2%+4.7pp | 73.5%-1.7pp | 70.7%+1.2pp |
| Annual return | 17.17% | 21.02%-3.9pp | 964.84%-947.7pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,231 | $1,850-33.5% | $2,839-56.7% | $2,032-39.4% |
| Participant deferral / active EE | $2,521 | $2,432+3.7% | $3,609-30.2% | $3,224-21.8% |
| Admin fee / account holder | $135 | $94+43.5% | $4,906-97.3% | $110+21.9% |