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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| 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 | $745,237 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,816 |
Service code 16 · EIN 20-5322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Consulting | $60,000 |
BERRY DUNN9+ years Service code 10 · EIN 01-0523282 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $16,715 |
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 | $64,653 | $68,330-5.4% | $149,673-56.8% | $96,393-32.9% |
| Participation rate | 94.7% | 74.6%+20.1pp | 78.8%+15.9pp | 71.3%+23.4pp |
| Annual return | 18.11% | 29.64%-11.5pp | 134.42%-116.3pp | 22.88%-4.8pp |
| Employer contribution / active EE | $1,583 | $2,139-26.0% | $4,818-67.1% | $3,238-51.1% |
| Participant deferral / active EE | $5,758 | $4,422+30.2% | $5,680+1.4% | $5,455+5.6% |
| Admin fee / account holder | $63 | $52+21.9% | $13,210-99.5% | $74-14.2% |