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 |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $71,121 |
FIS BUSINESS SYSTEMS LLC1+ years Service code 64 · EIN 59-1086117 104 INVERNESS CENTER PLACE · BIRMINGHAM, AL 35242 | Recordkeeping Fees | $65,281 |
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 | $0 | $82,279-100.0% | $77,999-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 75.5%-75.5pp | 71.1%-71.1pp |
| Annual return | 8.70% | 11.20%-2.5pp | 425.96%-417.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $3,843 | $3,297+16.6% | $2,470+55.6% | $2,182+76.2% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |