Filed January 6, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $124,366 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,033 |
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 | $89,388 | $89,436-0.1% | $164,813-45.8% | $77,643+15.1% |
| Participation rate | 77.7% | 78.6%-0.9pp | 78.6%-0.9pp | 70.6%+7.1pp |
| Annual return | 15.24% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,475 | $2,569-42.6% | $4,341-66.0% | $2,726-45.9% |
| Participant deferral / active EE | $5,103 | $4,897+4.2% | $6,031-15.4% | $4,647+9.8% |
| Admin fee / account holder | $185 | $339-45.4% | $12,690-98.5% | $430-56.9% |