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 | Investment management; Distribution (... | $113,483 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $42,344 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,282 | $58,290+17.1% | $98,442-30.6% | $86,799-21.3% |
| Participation rate | 76.6% | 68.3%+8.3pp | 73.3%+3.3pp | 72.3%+4.3pp |
| Annual return | 14.11% | 43.48%-29.4pp | 1492.73%-1478.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $383 | $2,008-80.9% | $2,960-87.1% | $2,405-84.1% |
| Participant deferral / active EE | $3,331 | $3,152+5.7% | $4,276-22.1% | $4,131-19.4% |
| Admin fee / account holder | $170 | $138+23.1% | $5,949-97.1% | $1700% |