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 | Distribution (12b-1) fees; Participan... | $70,938 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $27,312 |
ELLIN & TUCKER, CHARTERED4+ years Service code 10 · EIN 52-0959934 | Accounting | $16,500 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $48,346 | $43,999+9.9% | $79,464-39.2% | $55,725-13.2% |
| Participation rate | 78.3% | 66.9%+11.4pp | 73.3%+5.0pp | 70.9%+7.5pp |
| Annual return | -5.39% | 1.81%-7.2pp | 718.14%-723.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,337 | $1,830-26.9% | $2,800-52.2% | $2,078-35.6% |
| Participant deferral / active EE | $2,696 | $2,538+6.2% | $3,704-27.2% | $3,356-19.6% |
| Admin fee / account holder | $133 | $118+13.1% | $5,113-97.4% | $115+15.4% |