Filed October 18, 2004 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $178,132 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $36,500 |
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 | $220,510 | $128,899+71.1% | $113,168+94.9% | $102,872+114.4% |
| Participation rate | 99.6% | 87.0%+12.6pp | 76.6%+23.1pp | 73.0%+26.6pp |
| Annual return | 16.63% | 15.88%+0.7pp | 24.27%-7.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $9,608 | $3,713+158.8% | $2,975+222.9% | $3,526+172.5% |
| Participant deferral / active EE | $16,114 | $6,787+137.4% | $5,107+215.5% | $5,535+191.1% |
| Admin fee / account holder | $57 | $129-55.6% | $12,068-99.5% | $292-80.3% |