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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $43,456 |
Service code 99 · EIN 46-0927748 | Other Fees | $36,850 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 | Other Fees | $18,468 |
HARRY K. FRIEDMAN5+ years Service code 99 · EIN 03-4407517 | Other Fees | $14,747 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $12,543 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,520 |
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 | $174,597 | $204,517-14.6% | $69,455+151.4% | $77,787+124.5% |
| Participation rate | 73.9% | 74.6%-0.7pp | 74.6%-0.7pp | 73.2%+0.7pp |
| Annual return | 17.04% | 22.10%-5.1pp | 28.97%-11.9pp | 32.57%-15.5pp |
| Employer contribution / active EE | $6,540 | $3,548+84.3% | $2,779+135.3% | $2,504+161.1% |
| Participant deferral / active EE | $5,644 | $3,478+62.3% | $3,535+59.6% | $3,967+42.3% |
| Admin fee / account holder | $40 | $101-60.4% | $3,839-99.0% | $100-60.2% |