Filed November 29, 2005
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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 49 · EIN 04-1590850 | Other Services | $3,287 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 |
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 | $126,642 | $61,214+106.9% | $83,333+52.0% | $56,287+125.0% |
| Participation rate | 98.3% | 72.6%+25.8pp | 77.8%+20.6pp | 69.9%+28.5pp |
| Annual return | -6.17% | 0.42%-6.6pp | 10.63%-16.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $6,401 | $1,925+232.5% | $3,379+89.5% | $2,111+203.2% |
| Participant deferral / active EE | $9,193 | $5,091+80.6% | $5,565+65.2% | $3,350+174.4% |
| Admin fee / account holder | $11 | $512-97.9% | $7,510-99.9% | $521-97.9% |