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 |
|---|---|---|
GORTON'S1 year Service code 10 · EIN 04-3575531 | Accounting | $8,250 |
Service code 49 · EIN 04-1590850 | Other Services | $6,332 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | 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 | $295,695 | $43,504+579.7% | $68,793+329.8% | $56,287+425.3% |
| Participation rate | 98.9% | 67.8%+31.0pp | 72.2%+26.6pp | 69.9%+29.0pp |
| Annual return | -3.15% | -3.15%0pp | -4.63%+1.5pp | -9.96%+6.8pp |
| Employer contribution / active EE | $17,183 | $1,525+1026.5% | $2,625+554.6% | $2,111+714.0% |
| Participant deferral / active EE | $11,000 | $2,509+338.5% | $3,311+232.2% | $3,350+228.4% |
| Admin fee / account holder | $24 | $515-95.3% | $5,131-99.5% | $521-95.3% |