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 38 · EIN 04-1590850 | Participant Communication | $5,770 |
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 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,510 | $50,385+492.5% | $75,670+294.5% | $62,292+379.2% |
| Participation rate | 98.3% | 67.7%+30.6pp | 72.3%+26.0pp | 69.5%+28.8pp |
| Annual return | 13.03% | 19.90%-6.9pp | 27.34%-14.3pp | 28.90%-15.9pp |
| Employer contribution / active EE | $16,272 | $1,537+958.5% | $2,352+591.9% | $2,042+696.8% |
| Participant deferral / active EE | $10,339 | $2,445+322.8% | $3,142+229.0% | $3,169+226.2% |
| Admin fee / account holder | $22 | $384-94.2% | $5,800-99.6% | $479-95.4% |