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) | $89,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,212 | $52,208-21.1% | $86,612-52.4% | $74,419-44.6% |
| Participation rate | 94.6% | 66.3%+28.3pp | 71.7%+22.9pp | 70.7%+23.9pp |
| Annual return | 16.81% | 44.46%-27.6pp | 591.07%-574.3pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,769 | $2,282-22.5% | $3,022-41.5% | $2,637-32.9% |
| Participant deferral / active EE | $5,174 | $3,383+52.9% | $4,438+16.6% | $4,528+14.3% |
| Admin fee / account holder | $163 | $319-48.8% | $5,614-97.1% | $348-53.1% |