Filed April 23, 2007 (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 | Participant loan processing; Recordke... | $110,322 |
DEUTSCHE BANK SECURITIES INC.1+ years Filed as: DEUTSCHE BANK SECURITIES, INC. Service code 16 ONE SOUTH STREET · BALTIMORE, MD 21202 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,207 | $37,039+32.9% | $147,614-66.7% | $59,188-16.9% |
| Participation rate | 52.0% | 63.8%-11.7pp | 84.6%-32.6pp | 69.4%-17.4pp |
| Annual return | -0.98% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $646 | $1,353-52.3% | $5,564-88.4% | $2,098-69.2% |
| Participant deferral / active EE | $2,534 | $2,094+21.0% | $4,895-48.2% | $3,265-22.4% |
| Admin fee / account holder | $87 | $60+45.0% | $11,611-99.2% | $92-5.4% |