Filed September 19, 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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MGMNT Service code 27 · EIN 22-3623353 | Advisory (Plan) | $28,671 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,490 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,523 | $47,722-27.7% | $82,719-58.3% | $64,808-46.7% |
| Participation rate | 93.9% | 67.6%+26.3pp | 72.6%+21.4pp | 71.5%+22.5pp |
| Annual return | -18.73% | -13.05%-5.7pp | 701.18%-719.9pp | 32.82%-51.5pp |
| Employer contribution / active EE | $3,548 | $2,179+62.8% | $3,009+17.9% | $2,506+41.6% |
| Participant deferral / active EE | $4,934 | $3,329+48.2% | $4,395+12.3% | $4,310+14.5% |
| Admin fee / account holder | $67 | $143-53.0% | $5,329-98.7% | $188-64.2% |