Filed September 28, 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 |
|---|---|---|
LAWING FINANCIAL3+ years Filed as: LAWING FINANCIAL ASSOCIATES, INC Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $100,153 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $66,761 |
IFRAH FINANCIAL SERVICES1 year Filed as: IFRAH FINANCIAL SERVICES, INC Service code 16 · EIN 71-0823354 | Consulting | $6,160 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $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 | $26,568 | $46,173-42.5% | $170,442-84.4% | $69,631-61.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.62% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,479 | $2,080+19.2% | $4,939-49.8% | $3,224-23.1% |
| Admin fee / account holder | $138 | $116+19.1% | $13,880-99.0% | $110+25.0% |