Filed July 17, 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; Participa... | $225,256 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $211,614 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $19,755 | $63,975-69.1% | $40,145,923-100.0% | $63,975-69.1% |
| Participation rate | 96.1% | 71.1%+25.0pp | 68.4%+27.7pp | 71.1%+25.0pp |
| Annual return | 7.41% | 48.65%-41.2pp | 5.24%+2.2pp | 48.65%-41.2pp |
| Employer contribution / active EE | $920 | $2,182-57.8% | $1,844-50.1% | $2,182-57.8% |
| Participant deferral / active EE | $2,343 | $3,356-30.2% | $2,591-9.6% | $3,356-30.2% |
| Admin fee / account holder | $180 | $70+155.8% | $2,903-93.8% | $70+155.8% |