Filed April 27, 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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $59,500 |
Service code 49 · EIN 04-1590850 | Other Services | $5,667 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PARNASSUS2 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $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 | $142,038 | $44,873+216.5% | $79,464+78.7% | $56,287+152.3% |
| Participation rate | 91.1% | 68.7%+22.3pp | 73.3%+17.7pp | 69.9%+21.2pp |
| Annual return | -4.87% | 0.81%-5.7pp | 718.14%-723.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $6,843 | $2,140+219.8% | $2,800+144.4% | $2,111+224.2% |
| Participant deferral / active EE | $9,600 | $2,746+249.6% | $3,704+159.2% | $3,350+186.6% |
| Admin fee / account holder | $24 | $418-94.2% | $5,113-99.5% | $521-95.4% |