Filed April 20, 2006 (most recent of 2 filings on file)
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: PHILLIPS & COMPANY SECURITIES INC Service code 27 · EIN 45-3709458 | Advisory (Plan) | $30,302 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,788 |
Employer 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 | $41,681 | $96,486-56.8% | $153,432-72.8% | $77,671-46.3% |
| Participation rate | 77.5% | 81.6%-4.1pp | 77.1%+0.5pp | 70.6%+7.0pp |
| Annual return | 19.93% | 14.44%+5.5pp | 15.66%+4.3pp | 31.21%-11.3pp |
| Employer contribution / active EE | $1,571 | $5,224-69.9% | $5,038-68.8% | $2,726-42.4% |
| Participant deferral / active EE | $5,646 | $6,609-14.6% | $6,757-16.4% | $4,648+21.5% |
| Admin fee / account holder | $133 | $182-26.9% | $12,725-99.0% | $430-69.0% |