Filed August 3, 2006 (most recent of 7 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 8-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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $348,882 |
STRATEGIC ADVISORS, INC.4+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $306,419 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $133,320 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $52,278 |
DIGITAL DOCUMENTS, LLC4+ years Service code 50 · EIN 54-2042401 | Direct Payment | $16,613 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $10,193 |
WEALTH MANAGEMENT SYSTEMS INC4+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,946 | $96,261+183.5% | $76,768+255.5% | $68,904+296.1% |
| Participation rate | 97.9% | 87.0%+10.9pp | 77.0%+20.9pp | 74.1%+23.7pp |
| Annual return | -18.86% | -0.85%-18.0pp | 2.43%-21.3pp | 1.07%-19.9pp |
| Employer contribution / active EE | $4,860 | $3,303+47.1% | $2,485+95.6% | $2,540+91.3% |
| Participant deferral / active EE | $9,639 | $5,537+74.1% | $3,852+150.3% | $4,015+140.1% |
| Admin fee / account holder | $100 | $73+37.8% | $6,675-98.5% | $71+40.8% |