Filed October 18, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Loan Processing | $802,261 |
Service code 15 · EIN 20-5322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Recordkeeping | $71,852 |
BERRY DUNN5+ years Service code 10 · EIN 01-0523282 100 MIDDLE STREEET · PORTLAND, ME 04101 | Accounting | $28,736 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,325 |
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 | $61,278 | $58,202+5.3% | $172,739-64.5% | $89,569-31.6% |
| Participation rate | 91.4% | 72.8%+18.6pp | 82.6%+8.8pp | 69.6%+21.8pp |
| Annual return | 22.31% | 61.59%-39.3pp | 802.84%-780.5pp | 34.56%-12.2pp |
| Employer contribution / active EE | $1,222 | $1,759-30.5% | $5,143-76.2% | $2,584-52.7% |
| Participant deferral / active EE | $3,987 | $3,335+19.6% | $5,198-23.3% | $4,220-5.5% |
| Admin fee / account holder | $70 | $53+32.5% | $13,954-99.5% | $72-2.8% |