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 MANAGEMENT6+ years Service code 26 · EIN 16-1045618 | Advisory (Participants) | $55,950 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $43,719 |
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 | $37,181 | $79,519-53.2% | $95,952-61.3% | $73,409-49.4% |
| Participation rate | 96.6% | 81.2%+15.4pp | 77.1%+19.5pp | 72.2%+24.4pp |
| Annual return | 9.69% | 19.20%-9.5pp | 91.61%-81.9pp | 59.29%-49.6pp |
| Employer contribution / active EE | $1,650 | $2,048-19.4% | $2,541-35.1% | $2,234-26.1% |
| Participant deferral / active EE | $2,249 | $4,138-45.6% | $4,167-46.0% | $3,805-40.9% |
| Admin fee / account holder | $167 | $184-9.6% | $6,795-97.5% | $158+5.6% |