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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $202,066 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $56,983 |
WEALTH MANAGEMENT SYSTEMS INC1+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,719 | $80,211+10.6% | $74,184+19.6% | $63,975+38.7% |
| Participation rate | 97.8% | 84.2%+13.6pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $3,209 | $2,553+25.7% | $2,370+35.4% | $2,182+47.1% |
| Participant deferral / active EE | $8,101 | $4,370+85.4% | $3,550+128.2% | $3,356+141.4% |
| Admin fee / account holder | $55 | $67-18.1% | $5,586-99.0% | $70-21.8% |