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 | $21,669 |
RANDALL & HURLEY, INC.2 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $10,563 |
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 | $148,515 | $183,963-19.3% | $162,163-8.4% | $152,861-2.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.07% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,934 | $6,371-22.6% | $5,614-12.1% | $4,762+3.6% |
| Participant deferral / active EE | $7,754 | $8,034-3.5% | $7,298+6.2% | $5,850+32.5% |
| Admin fee / account holder | $366 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |