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 | $793,636 |
Service code 15 · EIN 20-5322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Recordkeeping | $72,517 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,044 |
BERRY DUNN6+ years Service code 10 · EIN 01-0523282 100 MIDDLE STREEET · PORTLAND, ME 04101 | Accounting | $14,915 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,134 | $66,513+2.4% | $178,490-61.8% | $106,222-35.9% |
| Participation rate | 89.7% | 73.8%+15.9pp | 81.9%+7.8pp | 70.8%+18.9pp |
| Annual return | 15.49% | 21.81%-6.3pp | 151.07%-135.6pp | 21.69%-6.2pp |
| Employer contribution / active EE | $1,242 | $1,776-30.1% | $5,011-75.2% | $2,723-54.4% |
| Participant deferral / active EE | $4,423 | $3,679+20.2% | $5,202-15.0% | $4,600-3.9% |
| Admin fee / account holder | $68 | $53+27.1% | $13,984-99.5% | $78-13.3% |