Filed April 6, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $21,299 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,666 | $47,898-33.9% | $117,472-73.0% | $64,808-51.1% |
| Participation rate | 49.8% | 61.9%-12.1pp | 70.6%-20.8pp | 71.5%-21.7pp |
| Annual return | -15.00% | -15.54%+0.5pp | 29.74%-44.7pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,794 | $1,774+1.2% | $4,176-57.0% | $2,506-28.4% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,070-100.0% | $4,310-100.0% |
| Admin fee / account holder | $62 | $132-53.3% | $5,645-98.9% | $188-67.2% |