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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $639,804 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $339,888 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $84,810 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK 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 | $177,337 | $167,668+5.8% | $100,391+76.6% | $106,382+66.7% |
| Participation rate | 97.7% | 87.6%+10.1pp | 81.5%+16.2pp | 69.9%+27.8pp |
| Annual return | 18.50% | 18.33%+0.2pp | 49.20%-30.7pp | 17.37%+1.1pp |
| Employer contribution / active EE | $5,246 | $4,908+6.9% | $3,942+33.1% | $3,364+56.0% |
| Participant deferral / active EE | $13,238 | $11,427+15.8% | $8,082+63.8% | $5,569+137.7% |
| Admin fee / account holder | $70 | $94-25.3% | $7,899-99.1% | $79-11.6% |