Filed June 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,345 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,787 | $50,385+16.7% | $75,670-22.3% | $62,292-5.6% |
| Participation rate | 90.3% | 67.7%+22.6pp | 72.3%+18.0pp | 69.5%+20.8pp |
| Annual return | 10.35% | 19.90%-9.5pp | 27.34%-17.0pp | 28.90%-18.5pp |
| Employer contribution / active EE | $400 | $1,537-74.0% | $2,352-83.0% | $2,042-80.4% |
| Participant deferral / active EE | $3,172 | $2,445+29.7% | $3,142+0.9% | $3,169+0.1% |
| Admin fee / account holder | $37 | $384-90.5% | $5,800-99.4% | $479-92.4% |