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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 500 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $79,581 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,710 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $1,185 |
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 | $72,991 | $37,134+96.6% | $100,671-27.5% | $52,331+39.5% |
| Participation rate | 86.8% | 57.7%+29.2pp | 70.7%+16.1pp | 68.1%+18.7pp |
| Annual return | -0.37% | 0.10%-0.5pp | 20.43%-20.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $733 | $1,187-38.2% | $4,012-81.7% | $1,882-61.0% |
| Participant deferral / active EE | $4,947 | $2,163+128.7% | $3,144+57.4% | $3,022+63.7% |
| Admin fee / account holder | $176 | $467-62.3% | $4,850-96.4% | $592-70.3% |