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; Float revenue;... | $76,157 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $30,740 |
Filed as: ELLIN & TUCKER, CHARTED Service code 10 · EIN 52-0959934 | Accounting | $17,500 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,237 | $47,722+11.6% | $82,719-35.6% | $64,808-17.9% |
| Participation rate | 99.7% | 67.6%+32.0pp | 72.6%+27.1pp | 71.5%+28.2pp |
| Annual return | -15.06% | -13.05%-2.0pp | 701.18%-716.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,113 | $2,179-3.1% | $3,009-29.8% | $2,506-15.7% |
| Participant deferral / active EE | $4,501 | $3,329+35.2% | $4,395+2.4% | $4,310+4.4% |
| Admin fee / account holder | $129 | $143-10.1% | $5,329-97.6% | $188-31.6% |