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 and information managem... | $297,183 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $21,076 | $39,443-46.6% | $73,545-71.3% | $80,976-74.0% |
| Participation rate | 13.0% | 35.9%-22.9pp | 54.9%-41.9pp | 68.3%-55.2pp |
| Annual return | 20.85% | 18.39%+2.5pp | -15.16%+36.0pp | 22.91%-2.1pp |
| Employer contribution / active EE | $239 | $463-48.4% | $1,219-80.4% | $2,402-90.1% |
| Participant deferral / active EE | $440 | $1,131-61.1% | $1,806-75.7% | $3,848-88.6% |
| Admin fee / account holder | $58 | $72-19.2% | $2,320-97.5% | $67-13.5% |