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 | Distribution (12b-1) fees; Finders' f... | $76,788 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $102,761 | $83,884+22.5% | $64,056+60.4% | $74,419+38.1% |
| Participation rate | 93.6% | 76.6%+17.0pp | 72.3%+21.3pp | 70.7%+22.9pp |
| Annual return | 11.03% | 16.57%-5.5pp | 33.69%-22.7pp | 34.38%-23.4pp |
| Employer contribution / active EE | $3,533 | $3,084+14.6% | $2,747+28.7% | $2,637+34.0% |
| Participant deferral / active EE | $4,536 | $3,692+22.9% | $3,880+16.9% | $4,528+0.2% |
| Admin fee / account holder | $119 | $196-39.4% | $3,068-96.1% | $348-65.8% |