Filed July 6, 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 | Sales loads (front end and deferred);... | $59,744 |
NATIONAL FINANCIAL SERVICES2 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 | $98,732 | $95,542+3.3% | $69,455+42.2% | $67,579+46.1% |
| Participation rate | 52.8% | 79.4%-26.6pp | 74.6%-21.8pp | 71.3%-18.5pp |
| Annual return | 5.89% | 17.67%-11.8pp | 28.97%-23.1pp | 378.56%-372.7pp |
| Employer contribution / active EE | $1,991 | $2,989-33.4% | $2,779-28.4% | $2,148-7.3% |
| Participant deferral / active EE | $2,400 | $3,263-26.5% | $3,535-32.1% | $3,539-32.2% |
| Admin fee / account holder | $101 | $90+12.9% | $3,839-97.4% | $142-28.7% |