Filed April 25, 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 | Distribution (12b-1) fees; Participan... | $133,053 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $5,371 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,427 | $88,730-55.6% | $82,313-52.1% | $77,958-49.4% |
| Participation rate | 98.9% | 84.5%+14.3pp | 76.9%+22.0pp | 71.6%+27.2pp |
| Annual return | 19.62% | 20.88%-1.3pp | 25.88%-6.3pp | 20.87%-1.2pp |
| Employer contribution / active EE | $1,557 | $2,758-43.5% | $2,428-35.9% | $2,310-32.6% |
| Participant deferral / active EE | $4,176 | $4,634-9.9% | $3,706+12.7% | $3,537+18.1% |
| Admin fee / account holder | $80 | $74+8.8% | $5,608-98.6% | $97-17.4% |