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 | $64,255 |
HARRY K. FRIEDMAN3+ years Service code 99 · EIN 03-4407517 | Other Fees | $53,419 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $50,950 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $19,597 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 | Other Fees | $15,466 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,355 | $92,091+85.0% | $62,995+170.4% | $77,958+118.5% |
| Participation rate | 76.0% | 74.5%+1.6pp | 74.8%+1.2pp | 71.6%+4.4pp |
| Annual return | 15.22% | 16.23%-1.0pp | 87.57%-72.3pp | 20.87%-5.6pp |
| Employer contribution / active EE | $6,285 | $3,424+83.5% | $2,759+127.8% | $2,310+172.0% |
| Participant deferral / active EE | $5,555 | $3,361+65.3% | $3,329+66.9% | $3,537+57.1% |
| Admin fee / account holder | $65 | $48+35.0% | $3,600-98.2% | $97-33.5% |