Filed January 18, 2007 (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 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 |
|---|---|---|
Service code 99 · EIN 46-0927748 | Other Fees | $74,030 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $38,982 |
HARRY K. FRIEDMAN1+ years Service code 99 · EIN 03-4407517 | Other Fees | $35,090 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $14,164 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,377 | $112,772+29.8% | $57,343+155.3% | $59,188+147.3% |
| Participation rate | 77.0% | 71.3%+5.7pp | 75.1%+1.9pp | 69.4%+7.6pp |
| Annual return | 2.14% | 0.85%+1.3pp | 24.39%-22.2pp | 5.51%-3.4pp |
| Employer contribution / active EE | $5,973 | $3,400+75.7% | $2,689+122.2% | $2,098+184.7% |
| Participant deferral / active EE | $5,210 | $3,010+73.1% | $3,162+64.7% | $3,265+59.6% |
| Admin fee / account holder | $55 | $144-61.9% | $3,356-98.4% | $92-40.5% |