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 |
|---|---|---|
FIS BUSINESS SYSTEMS LLC2+ years Service code 64 · EIN 59-1086117 104 INVERNESS CENTER PLACE · BIRMINGHAM, AL 35242 | Recordkeeping Fees | $77,562 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $71,514 |
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 | $90,410-100.0% | $91,001-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 75.6%-75.6pp | 71.6%-71.6pp |
| Annual return | 15.94% | 21.34%-5.4pp | 4.60%+11.3pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,987 | $3,392+17.6% | $2,456+62.4% | $2,310+72.6% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,547-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |