Filed February 21, 2006 (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 | $53,634 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,040 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,668 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GOBAL INC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $28,494 |
NIXON PEABODY LLP10+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $12,655 |
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 | $400,996 | $129,021+210.8% | $184,203+117.7% | $77,643+416.5% |
| Participation rate | 96.7% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.1pp |
| Annual return | 15.09% | 33.27%-18.2pp | 28.81%-13.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $14,660 | $4,413+232.2% | $6,427+128.1% | $2,726+437.8% |
| Participant deferral / active EE | $19,474 | $7,297+166.9% | $9,131+113.3% | $4,647+319.0% |
| Admin fee / account holder | $111 | $254-56.2% | $13,901-99.2% | $430-74.1% |