Filed March 24, 2006 (most recent of 3 filings on file)
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. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $227,184 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $147,145 |
SULLIVAN & WORCESTER LLP1 year Filed as: SULLIVAN & WORCESTER Service code 29 · EIN 04-2387531 | Legal | $25,163 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $17,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,529 | $87,621+23.9% | $86,436+25.6% | $77,904+39.3% |
| Participation rate | 95.8% | 85.8%+10.0pp | 80.3%+15.5pp | 73.7%+22.1pp |
| Annual return | -18.35% | -13.90%-4.5pp | 4394.89%-4413.2pp | 12.21%-30.6pp |
| Employer contribution / active EE | $2,571 | $3,474-26.0% | $3,769-31.8% | $2,848-9.7% |
| Participant deferral / active EE | $8,370 | $8,645-3.2% | $6,952+20.4% | $4,806+74.2% |
| Admin fee / account holder | $95 | $85+12.2% | $6,731-98.6% | $133-28.3% |