Filed August 21, 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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $78,373 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,077 |
ASPIRE FINANCIAL SERVICES3+ years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $1,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,725 | $71,192+111.7% | $117,854+27.9% | $62,292+142.0% |
| Participation rate | 94.3% | 74.2%+20.1pp | 79.7%+14.6pp | 69.5%+24.8pp |
| Annual return | 24.70% | 18.66%+6.0pp | 335.08%-310.4pp | 28.90%-4.2pp |
| Employer contribution / active EE | $6,083 | $1,934+214.6% | $3,786+60.7% | $2,042+197.9% |
| Participant deferral / active EE | $7,327 | $3,189+129.8% | $4,482+63.5% | $3,169+131.2% |
| Admin fee / account holder | $330 | $587-43.8% | $8,020-95.9% | $479-31.1% |