Filed March 14, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
NORTHEAST FINANCIAL GROUP2 years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $38,409 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,482 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,052 | $91,372-49.6% | $129,995-64.6% | $74,419-38.1% |
| Participation rate | 98.6% | 77.8%+20.8pp | 78.5%+20.1pp | 70.7%+27.9pp |
| Annual return | 21.21% | 23.21%-2.0pp | -137.18%+158.4pp | 34.38%-13.2pp |
| Employer contribution / active EE | $1,677 | $2,563-34.6% | $4,320-61.2% | $2,637-36.4% |
| Participant deferral / active EE | $5,064 | $4,721+7.3% | $5,820-13.0% | $4,528+11.8% |
| Admin fee / account holder | $92 | $283-67.6% | $10,614-99.1% | $348-73.6% |