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 INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $59,500 |
Service code 49 · EIN 04-1590850 | Other Services | $4,840 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP4 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
PARNASSUS4 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 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 | $222,679 | $66,124+236.8% | $90,404+146.3% | $73,488+203.0% |
| Participation rate | 90.7% | 69.7%+21.1pp | 72.7%+18.0pp | 70.7%+20.0pp |
| Annual return | 14.54% | 17.65%-3.1pp | 1293.02%-1278.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $7,556 | $2,346+222.0% | $3,262+131.6% | $2,270+232.8% |
| Participant deferral / active EE | $11,274 | $3,039+271.0% | $3,963+184.5% | $3,740+201.5% |
| Admin fee / account holder | $22 | $396-94.5% | $5,611-99.6% | $513-95.8% |