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; Recordk... | $70,417 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $31,664 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER, CHARTED Service code 10 · EIN 52-0959934 | Accounting | $18,000 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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 | $55,489 | $52,208+6.3% | $86,612-35.9% | $74,419-25.4% |
| Participation rate | 99.7% | 66.3%+33.4pp | 71.7%+28.0pp | 70.7%+29.0pp |
| Annual return | 16.49% | 44.46%-28.0pp | 591.07%-574.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,174 | $2,282-4.7% | $3,022-28.1% | $2,637-17.6% |
| Participant deferral / active EE | $4,590 | $3,383+35.7% | $4,438+3.4% | $4,528+1.4% |
| Admin fee / account holder | $119 | $319-62.5% | $5,614-97.9% | $348-65.7% |