Filed June 14, 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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $58,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,877 |
PERKINS & CO2+ years Filed as: PERKINS & CO. Service code 10 · EIN 93-0928924 | Accounting | $28,788 |
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 | $88,510 | $155,795-43.2% | $136,294-35.1% | $69,631+27.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 18.51% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,760 | $2,991-41.2% | $4,695-62.5% | $2,032-13.4% |
| Participant deferral / active EE | $7,433 | $5,394+37.8% | $6,247+19.0% | $3,224+130.6% |
| Admin fee / account holder | $227 | $128+77.0% | $9,243-97.5% | $110+105.6% |