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 MANAGEMENT5+ years Service code 26 · EIN 16-1045618 | Advisory (Participants) | $53,468 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $43,962 |
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 | $32,906 | $73,404-55.2% | $87,100-62.2% | $67,579-51.3% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.9%+13.5pp | 71.3%+19.1pp |
| Annual return | 17.89% | 48.29%-30.4pp | 28.19%-10.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,759 | $2,014-12.7% | $2,521-30.2% | $2,148-18.1% |
| Participant deferral / active EE | $2,307 | $3,913-41.0% | $4,049-43.0% | $3,539-34.8% |
| Admin fee / account holder | $153 | $142+8.0% | $7,497-98.0% | $142+7.5% |