Filed July 18, 2006 (most recent of 2 filings on file)
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 | Sales loads (front end and deferred);... | $755,176 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $26,150 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,880 | $39,909-60.2% | $78,778-79.8% | $80,976-80.4% |
| Participation rate | 94.4% | 55.7%+38.7pp | 69.2%+25.2pp | 68.3%+26.1pp |
| Annual return | 12.10% | 23.47%-11.4pp | 35.62%-23.5pp | 22.91%-10.8pp |
| Employer contribution / active EE | $654 | $778-16.0% | $1,986-67.1% | $2,402-72.8% |
| Participant deferral / active EE | $1,736 | $1,359+27.7% | $2,958-41.3% | $3,848-54.9% |
| Admin fee / account holder | $59 | $50+19.5% | $5,134-98.8% | $67-12.0% |