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 |
|---|---|---|
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,338 |
Service code 49 · EIN 04-1590850 | Other Services | $4,646 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $343,198 | $50,666+577.4% | $76,817+346.8% | $65,185+426.5% |
| Participation rate | 98.9% | 68.8%+30.1pp | 72.1%+26.8pp | 70.2%+28.7pp |
| Annual return | 16.71% | 28.51%-11.8pp | 1166.11%-1149.4pp | 29.38%-12.7pp |
| Employer contribution / active EE | $17,002 | $1,575+979.6% | $2,302+638.6% | $2,177+681.1% |
| Participant deferral / active EE | $11,480 | $2,647+333.8% | $3,336+244.2% | $3,514+226.7% |
| Admin fee / account holder | $18 | $463-96.2% | $6,420-99.7% | $847-97.9% |