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 | Direct payment from the plan; Sales l... | $80,038 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $35,164 |
ELLIN & TUCKER, CHARTERED5+ years Service code 10 · EIN 52-0959934 | Accounting | $17,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $52,938 | $54,237-2.4% | $90,281-41.4% | $67,579-21.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 21.67% | 37.27%-15.6pp | 78.10%-56.4pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,959 | $1,846+6.1% | $2,854-31.4% | $2,148-8.8% |
| Participant deferral / active EE | $3,950 | $2,625+50.5% | $3,885+1.7% | $3,539+11.6% |
| Admin fee / account holder | $138 | $123+11.5% | $5,351-97.4% | $142-3.3% |