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 | Shareholder servicing fees; Distribut... | $80,651 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $144,262 | $79,124+82.3% | $60,874+137.0% | $64,808+122.6% |
| Participation rate | 71.4% | 77.7%-6.4pp | 73.1%-1.7pp | 71.5%-0.1pp |
| Annual return | -10.83% | -7.13%-3.7pp | 16.90%-27.7pp | 32.82%-43.7pp |
| Employer contribution / active EE | $2,818 | $3,050-7.6% | $2,701+4.3% | $2,506+12.5% |
| Participant deferral / active EE | $3,605 | $3,725-3.2% | $3,817-5.5% | $4,310-16.4% |
| Admin fee / account holder | $195 | $106+84.8% | $3,224-93.9% | $188+4.0% |