Filed August 8, 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 |
|---|---|---|
Filed as: FINANCIAL NETWORK INVESTMENT CORP. Service code 63 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 902455672 | 12b-1 Fees | $7,349 |
EMPLOYEE BENEFIT RESOURCES, INC.3+ years Service code 15 · EIN 45-3983343 PO BOX 1193 · HELENA, MT 596241193 | Recordkeeping | $2,326 |
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 | $111,407 | $100,041+11.4% | $149,718-25.6% | $70,131+58.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.20% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,368 | $3,662+19.3% | $5,445-19.8% | $2,342+86.5% |
| Participant deferral / active EE | $7,197 | $4,983+44.4% | $6,569+9.6% | $3,332+116.0% |
| Admin fee / account holder | $95 | $8,286-98.9% | $11,283-99.2% | $4,645-98.0% |