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 | Recordkeeping and information managem... | $96,602 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $28,975 |
ELLIN & TUCKER, CHARTERED6+ years Service code 10 · EIN 52-0959934 | Accounting | $17,000 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $59,623 | $52,670+13.2% | $90,404-34.0% | $73,409-18.8% |
| Participation rate | 80.3% | 67.7%+12.6pp | 72.7%+7.6pp | 72.2%+8.1pp |
| Annual return | 15.08% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $960 | $1,872-48.7% | $3,262-70.6% | $2,234-57.0% |
| Participant deferral / active EE | $3,372 | $2,807+20.1% | $3,963-14.9% | $3,805-11.4% |
| Admin fee / account holder | $151 | $117+29.3% | $5,611-97.3% | $158-4.3% |