Filed July 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 |
|---|---|---|
Filed as: BBM FINANCIAL SERVICES INC Service code 49 | Other Services | $9,465 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,141 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,492 |
Service code 49 · EIN 91-0967757 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,746 | $56,485-50.9% | $185,823-85.1% | $86,799-68.0% |
| Participation rate | 33.8% | 65.5%-31.7pp | 81.7%-47.9pp | 72.3%-38.5pp |
| Annual return | 12.61% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $387 | $1,843-79.0% | $5,167-92.5% | $2,405-83.9% |
| Participant deferral / active EE | $603 | $2,553-76.4% | $5,568-89.2% | $4,131-85.4% |
| Admin fee / account holder | $138 | $150-8.0% | $16,237-99.2% | $170-18.8% |