Filed May 29, 2008 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $308,016 |
RUBINBROWN LLP9 years Filed as: RUBINBROWN LLC Service code 10 · EIN 43-0765316 | Accounting | $22,600 |
JACKSON LEWIS P.C.8 years Filed as: JACKSON LEWIS P C Service code 29 · EIN 46-3862389 | Legal | $7,859 |
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 | $171,063 | $159,391+7.3% | $102,423+67.0% | $99,062+72.7% |
| Participation rate | 81.8% | 88.6%-6.7pp | 76.5%+5.3pp | 71.6%+10.2pp |
| Annual return | 15.34% | 19.03%-3.7pp | 29.32%-14.0pp | 17.66%-2.3pp |
| Employer contribution / active EE | $4,764 | $4,207+13.2% | $3,023+57.6% | $3,262+46.1% |
| Participant deferral / active EE | $9,304 | $7,498+24.1% | $5,053+84.1% | $5,331+74.5% |
| Admin fee / account holder | $206 | $159+29.6% | $9,451-97.8% | $109+89.3% |