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 GROUP4+ years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $43,680 |
Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $29,721 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,749 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | 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 | $87,505 | $65,118+34.4% | $76,768+14.0% | $55,725+57.0% |
| Participation rate | 78.4% | 79.6%-1.2pp | 77.0%+1.4pp | 70.9%+7.5pp |
| Annual return | -5.47% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $467 | $1,941-76.0% | $2,485-81.2% | $2,078-77.6% |
| Participant deferral / active EE | $3,732 | $3,688+1.2% | $3,852-3.1% | $3,356+11.2% |
| Admin fee / account holder | $259 | $116+123.6% | $6,675-96.1% | $115+124.9% |