Filed June 5, 2006
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 27 · EIN 04-3638035 | Advisory (Plan) | $67,459 |
RSM US LLP10+ years Service code 49 · EIN 42-0714325 | Other Services | $37,800 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 27 · EIN 13-3575636 | Advisory (Plan) | $22,735 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$106,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,620 | $110,299+60.1% | $102,423+72.4% | $199,593-11.5% |
| Participation rate | 96.1% | 86.3%+9.8pp | 76.5%+19.6pp | 72.0%+24.1pp |
| Annual return | 16.65% | 35.73%-19.1pp | 29.32%-12.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $5,575 | $3,603+54.7% | $3,023+84.4% | $3,034+83.7% |
| Participant deferral / active EE | $12,969 | $6,376+103.4% | $5,053+156.7% | $5,087+155.0% |
| Admin fee / account holder | $3 | $122-97.6% | $9,451-100.0% | $269-98.9% |