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 | $29,738 |
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $11,157 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,322 | $94,529+22.0% | $140,016-17.6% | $64,186+79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,025 | $3,812+31.8% | $5,606-10.4% | $2,381+111.1% |
| Participant deferral / active EE | $7,206 | $5,250+37.3% | $6,927+4.0% | $3,470+107.7% |
| Admin fee / account holder | $444 | $6,741-93.4% | $10,705-95.9% | $4,888-90.9% |