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 | Sales loads (front end and deferred);... | $136,722 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 · EIN 04-8118846 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $47,336 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $22,149 | $77,958-71.6% | $78,210-71.7% | $77,958-71.6% |
| Participation rate | 96.1% | 71.6%+24.5pp | 68.7%+27.4pp | 71.6%+24.5pp |
| Annual return | 15.39% | 20.87%-5.5pp | 40.90%-25.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,033 | $2,310-55.3% | $2,034-49.2% | $2,310-55.3% |
| Participant deferral / active EE | $2,529 | $3,537-28.5% | $2,823-10.4% | $3,537-28.5% |
| Admin fee / account holder | $69 | $97-29.1% | $3,758-98.2% | $97-29.1% |