Filed April 8, 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 | Claims processing; Sales loads (front... | $10,830 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,261 | $63,924+17.7% | $108,579-30.7% | $55,167+36.4% |
| Participation rate | 78.1% | 74.3%+3.7pp | 79.6%-1.5pp | 69.0%+9.1pp |
| Annual return | 6.60% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,161 | $1,879-38.2% | $3,758-69.1% | $1,963-40.9% |
| Participant deferral / active EE | $2,968 | $3,067-3.2% | $4,311-31.2% | $3,054-2.8% |
| Admin fee / account holder | $66 | $618-89.3% | $7,645-99.1% | $504-86.9% |