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 SACHS2+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 500 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $20,142 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,960 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $1,710 |
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 | $70,737 | $41,281+71.4% | $109,313-35.3% | $57,658+22.7% |
| Participation rate | 92.1% | 59.3%+32.7pp | 71.3%+20.8pp | 70.2%+21.8pp |
| Annual return | 7.37% | 8.97%-1.6pp | 22.07%-14.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $906 | $1,201-24.6% | $3,892-76.7% | $1,974-54.1% |
| Participant deferral / active EE | $4,998 | $2,223+124.8% | $3,166+57.8% | $3,061+63.3% |
| Admin fee / account holder | $81 | $75+7.0% | $5,666-98.6% | $95-14.8% |