Filed March 15, 2006
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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSIAC ADVISORY SERVICES, LLC Service code 26 · EIN 46-5391363 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Advisory (Participants) | $120,313 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $94,020 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 · EIN 85-0833363 3 HOLLAND ST. · ERIE, PA 16507 | Recordkeeping | $8,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,895 | $58,778+95.5% | $129,295-11.1% | $77,671+47.9% |
| Participation rate | 82.4% | 59.2%+23.2pp | 69.6%+12.8pp | 70.6%+11.9pp |
| Annual return | 18.07% | 24.73%-6.7pp | 9429.28%-9411.2pp | 31.21%-13.1pp |
| Employer contribution / active EE | $2,092 | $1,952+7.2% | $4,157-49.7% | $2,726-23.3% |
| Participant deferral / active EE | $5,751 | $3,212+79.0% | $4,169+37.9% | $4,648+23.7% |
| Admin fee / account holder | $420 | $589-28.8% | $7,665-94.5% | $430-2.5% |