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-COMPREHENSIVE4+ years Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $90,630 |
ASPIRE FINANCIAL SERVICES4+ years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $15,839 |
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 | $149,585 | $62,267+140.2% | $110,238+35.7% | $55,725+168.4% |
| Participation rate | 81.4% | 78.1%+3.3pp | 79.8%+1.6pp | 70.9%+10.6pp |
| Annual return | -3.25% | -1.07%-2.2pp | 314.74%-318.0pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,011 | $1,941+55.1% | $3,826-21.3% | $2,078+44.9% |
| Participant deferral / active EE | $7,274 | $3,516+106.9% | $4,672+55.7% | $3,356+116.8% |
| Admin fee / account holder | $431 | $121+256.1% | $8,547-95.0% | $115+273.8% |