Filed August 8, 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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,252 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,461 |
DOPKINS & COMPANY, LLP7 years Service code 10 · EIN 16-0929175 | Accounting | $11,000 |
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 | $89,652 | $76,173+17.7% | $81,382+10.2% | $199,593-55.1% |
| Participation rate | 76.9% | 76.3%+0.6pp | 69.5%+7.4pp | 72.0%+4.9pp |
| Annual return | 17.91% | 15.59%+2.3pp | 24.73%-6.8pp | 34.25%-16.3pp |
| Employer contribution / active EE | $821 | $2,792-70.6% | $2,463-66.7% | $3,034-72.9% |
| Participant deferral / active EE | $4,599 | $4,201+9.5% | $3,883+18.4% | $5,087-9.6% |
| Admin fee / account holder | $52 | $146-64.5% | $5,768-99.1% | $269-80.7% |