Filed December 1, 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 |
|---|---|---|
REDMOND GENERAL INSURANCE AGENCY1+ years Filed as: REDMOND JOANNE Service code 55 5013 EAGLESHAM CT · RENO, NV 89519 | Other Commissions | $5,601 |
NOLASCO SHELLY S1+ years Service code 55 302 W MAIN ST STE 214 · TURLOCK, CA 95380 | Other Commissions | $3,361 |
Filed as: VOYA RETIREMENT INURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
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 | $56,728 | $37,117+52.8% | $147,614-61.6% | $55,191+2.8% |
| Participation rate | 81.1% | 63.6%+17.5pp | 84.6%-3.5pp | 69.2%+11.9pp |
| Annual return | 2.72% | 3.44%-0.7pp | 61.98%-59.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,046 | $1,620-35.4% | $5,564-81.2% | $1,899-44.9% |
| Participant deferral / active EE | $3,070 | $1,985+54.6% | $4,895-37.3% | $3,046+0.8% |
| Admin fee / account holder | $2 | $86-97.5% | $11,611-100.0% | $91-97.7% |