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 | $39,269 |
RANDALL & HURLEY, INC.3 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD. · HELENA, MT 59601 | Recordkeeping | $10,306 |
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 | $172,912 | $123,793+39.7% | $177,821-2.8% | $79,858+116.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.08% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $4,588 | $4,095+12.0% | $5,918-22.5% | $2,471+85.7% |
| Participant deferral / active EE | $9,346 | $5,956+56.9% | $7,714+21.2% | $3,740+149.9% |
| Admin fee / account holder | $597 | $7,243-91.8% | $12,427-95.2% | $5,306-88.7% |