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 INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $59,500 |
Service code 49 · EIN 04-1590850 | Other Services | $5,300 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
PARNASSUS3 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $186,317 | $51,620+260.9% | $90,281+106.4% | $65,185+185.8% |
| Participation rate | 92.2% | 68.6%+23.6pp | 73.3%+18.9pp | 70.2%+22.0pp |
| Annual return | 21.63% | 24.94%-3.3pp | 78.10%-56.5pp | 29.38%-7.8pp |
| Employer contribution / active EE | $7,512 | $2,235+236.2% | $2,854+163.2% | $2,177+245.1% |
| Participant deferral / active EE | $10,951 | $2,871+281.5% | $3,885+181.8% | $3,514+211.7% |
| Admin fee / account holder | $23 | $384-94.0% | $5,351-99.6% | $847-97.3% |