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 | Investment management; Sales loads (f... | $69,282 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,966 | $53,136-68.1% | $155,509-89.1% | $199,593-91.5% |
| Participation rate | 89.5% | 64.1%+25.4pp | 78.2%+11.3pp | 72.0%+17.5pp |
| Annual return | 12.18% | 41.15%-29.0pp | 64.67%-52.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $732 | $1,851-60.5% | $4,672-84.3% | $3,034-75.9% |
| Participant deferral / active EE | $2,744 | $3,161-13.2% | $5,626-51.2% | $5,087-46.1% |
| Admin fee / account holder | $36 | $185-80.4% | $15,912-99.8% | $269-86.5% |