Filed April 17, 2006 (most recent of 4 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,579 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $168,053 | $110,299+52.4% | $102,423+64.1% | $199,593-15.8% |
| Participation rate | 96.5% | 86.3%+10.2pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 16.41% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $6,673 | $3,603+85.2% | $3,023+120.7% | $3,034+119.9% |
| Participant deferral / active EE | $11,520 | $6,376+80.7% | $5,053+128.0% | $5,087+126.5% |
| Admin fee / account holder | $12 | $122-90.3% | $9,451-99.9% | $269-95.6% |