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 MANAGEMENT7+ years Service code 26 · EIN 16-1045618 | Advisory (Participants) | $47,717 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $42,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,327 | $185,342-77.2% | $111,297-62.0% | $86,799-51.2% |
| Participation rate | 85.6% | 81.0%+4.6pp | 77.3%+8.3pp | 72.3%+13.3pp |
| Annual return | 17.23% | 500.80%-483.6pp | 54.65%-37.4pp | 97.91%-80.7pp |
| Employer contribution / active EE | $1,804 | $2,246-19.7% | $2,731-33.9% | $2,405-25.0% |
| Participant deferral / active EE | $2,451 | $4,458-45.0% | $4,487-45.4% | $4,131-40.7% |
| Admin fee / account holder | $157 | $255-38.4% | $7,964-98.0% | $170-7.1% |