Filed April 28, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP3+ years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $58,941 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,868 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Service code 49 · EIN 23-2439467 | Other Services | $7,105 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,100 | $69,305+47.3% | $82,313+24.0% | $69,631+46.6% |
| Participation rate | 84.4% | 80.3%+4.2pp | 76.9%+7.6pp | 70.7%+13.8pp |
| Annual return | 15.52% | 21.47%-5.9pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $459 | $1,887-75.7% | $2,428-81.1% | $2,032-77.4% |
| Participant deferral / active EE | $3,674 | $3,568+3.0% | $3,706-0.9% | $3,224+14.0% |
| Admin fee / account holder | $189 | $97+94.7% | $5,608-96.6% | $110+71.3% |