Filed March 24, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $713,820 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $318,955 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $117,046 |
COHN REZNICK LLP11+ years Filed as: COHN REZNICK Service code 16 · EIN 33-4144829 | Consulting | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $211,344 | $140,769+50.1% | $101,326+108.6% | $140,769+50.1% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.5%+16.8pp | 74.2%+24.1pp |
| Annual return | 20.13% | 16.82%+3.3pp | 36.82%-16.7pp | 16.82%+3.3pp |
| Employer contribution / active EE | $5,660 | $3,906+44.9% | $3,665+54.4% | $3,906+44.9% |
| Participant deferral / active EE | $14,534 | $6,717+116.4% | $7,994+81.8% | $6,717+116.4% |
| Admin fee / account holder | $76 | $229-66.7% | $11,185-99.3% | $229-66.7% |