Filed January 28, 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 |
|---|---|---|
QCI ASSET MANAGEMENT4+ years Service code 26 · EIN 16-1045618 | Advisory (Participants) | $52,612 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $45,633 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,254 | $65,118-58.1% | $76,768-64.5% | $55,725-51.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.0%+10.6pp | 70.9%+16.7pp |
| Annual return | -8.95% | -1.27%-7.7pp | 2.43%-11.4pp | 244.93%-253.9pp |
| Employer contribution / active EE | $1,679 | $1,941-13.5% | $2,485-32.5% | $2,078-19.2% |
| Participant deferral / active EE | $2,236 | $3,688-39.4% | $3,852-42.0% | $3,356-33.4% |
| Admin fee / account holder | $154 | $116+32.7% | $6,675-97.7% | $115+33.5% |