Filed August 3, 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 |
|---|---|---|
COBLE PENSION GROUP, LLC1+ years Service code 17 · EIN 86-0805040 | Pension Consulting | $22,745 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 · EIN 22-2799756 | Investment Management | $6,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,802 | $38,595-17.6% | $80,004-60.2% | $52,331-39.2% |
| Participation rate | 70.6% | 64.5%+6.1pp | 73.0%-2.4pp | 68.1%+2.5pp |
| Annual return | -1.35% | 2.04%-3.4pp | 7.63%-9.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $251 | $1,133-77.9% | $2,473-89.9% | $1,882-86.7% |
| Participant deferral / active EE | $1,581 | $2,318-31.8% | $3,204-50.6% | $3,022-47.7% |
| Admin fee / account holder | $209 | $304-31.3% | $5,033-95.8% | $592-64.7% |