Filed January 11, 2006 (most recent of 2 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 7-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 |
|---|---|---|
FID INV INST OPS CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $340,873 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $70,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,438 | $128,899+54.7% | $113,168+76.2% | $102,872+93.9% |
| Participation rate | 85.2% | 87.0%-1.8pp | 76.6%+8.7pp | 73.0%+12.2pp |
| Annual return | 18.09% | 15.88%+2.2pp | 24.27%-6.2pp | 19.06%-1.0pp |
| Employer contribution / active EE | $5,055 | $3,713+36.2% | $2,975+69.9% | $3,526+43.4% |
| Participant deferral / active EE | $10,276 | $6,787+51.4% | $5,107+101.2% | $5,535+85.7% |
| Admin fee / account holder | $103 | $129-20.5% | $12,068-99.1% | $292-64.8% |