Filed November 6, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $231,181 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,259 | $35,463-48.5% | $69,182-73.6% | $329,111-94.5% |
| Participation rate | 14.5% | 34.6%-20.1pp | 55.1%-40.6pp | 67.9%-53.4pp |
| Annual return | 9.75% | 7.72%+2.0pp | -21.93%+31.7pp | 16.35%-6.6pp |
| Employer contribution / active EE | $264 | $449-41.3% | $1,206-78.2% | $2,303-88.6% |
| Participant deferral / active EE | $481 | $1,018-52.7% | $1,897-74.6% | $3,682-86.9% |
| Admin fee / account holder | $50 | $64-21.6% | $2,697-98.1% | $754-93.3% |