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 | $49,625 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $42,341 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 | Other Fees | $21,976 |
HARRY K. FRIEDMAN4+ years Service code 99 · EIN 03-4407517 | Other Fees | $18,700 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $12,878 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,630 |
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 | $156,380 | $87,173+79.4% | $59,878+161.2% | $75,289+107.7% |
| Participation rate | 76.7% | 74.5%+2.2pp | 74.7%+2.0pp | 72.4%+4.3pp |
| Annual return | -2.05% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $6,260 | $3,473+80.2% | $2,722+130.0% | $2,405+160.3% |
| Participant deferral / active EE | $5,688 | $3,379+68.3% | $3,402+67.2% | $3,739+52.1% |
| Admin fee / account holder | $48 | $75-35.4% | $3,590-98.7% | $102-52.8% |