Filed June 22, 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... | $36,432 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,803 | $67,512-81.0% | $185,823-93.1% | $93,030-86.2% |
| Participation rate | 79.2% | 67.1%+12.1pp | 81.7%-2.5pp | 73.9%+5.3pp |
| Annual return | 13.87% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,202 | $3,035-27.4% | $5,568-60.4% | $4,562-51.7% |
| Admin fee / account holder | $23 | $318-92.7% | $16,237-99.9% | $152-84.6% |