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, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,500 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $9,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,210 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,904 | $54,590+595.9% | $81,930+363.7% | $73,488+417.0% |
| Participation rate | 98.9% | 68.3%+30.6pp | 72.0%+26.9pp | 70.7%+28.2pp |
| Annual return | 11.16% | 17.74%-6.6pp | 29.49%-18.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $16,901 | $1,636+933.1% | $4,310+292.1% | $2,270+644.5% |
| Participant deferral / active EE | $11,308 | $2,759+309.9% | $7,107+59.1% | $3,740+202.4% |
| Admin fee / account holder | $53 | $592-91.1% | $5,158-99.0% | $513-89.7% |