Filed August 28, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $290,294 |
CERITY PARTNERS5 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $89,306 |
MILLER COOPER & CO LTD8 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $19,900 |
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 | $167,259 | $122,186+36.9% | $146,958+13.8% | $199,593-16.2% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 19.82% | 30.56%-10.7pp | 418.34%-398.5pp | 34.25%-14.4pp |
| Employer contribution / active EE | $8,698 | $4,093+112.5% | $4,933+76.3% | $3,034+186.7% |
| Participant deferral / active EE | $13,915 | $8,502+63.7% | $8,070+72.4% | $5,087+173.6% |
| Admin fee / account holder | $60 | $179-66.3% | $12,998-99.5% | $269-77.6% |