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 LLC4+ years Service code 64 · EIN 59-1086117 104 INVERNESS CENTER PLACE · BIRMINGHAM, AL 35242 | Recordkeeping Fees | $82,022 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $56,250 |
Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Securities Custodian | $28,550 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $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 | $102,441 | $96,403+6.3% | $93,606+9.4% | $77,787+31.7% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | 28.07% | 39.36%-11.3pp | 32.76%-4.7pp | 32.57%-4.5pp |
| Employer contribution / active EE | $4,191 | $3,616+15.9% | $2,718+54.2% | $2,504+67.3% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $66 | $90-26.4% | $7,888-99.2% | $100-34.1% |