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 LLC3+ years Service code 64 · EIN 59-1086117 104 INVERNESS CENTER PLACE · BIRMINGHAM, AL 35242 | Recordkeeping Fees | $76,780 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $71,927 |
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 | $134,045-100.0% | $80,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 75.8%-75.8pp | 72.4%-72.4pp |
| Annual return | -3.05% | -0.56%-2.5pp | 11.22%-14.3pp | -0.04%-3.0pp |
| Employer contribution / active EE | $4,065 | $3,492+16.4% | $2,468+64.7% | $2,405+69.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |