Filed August 29, 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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $1,034,023 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 17 · EIN 91-1175092 | Pension Consulting | $75,000 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $20,000 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,976 | $117,928+16.2% | $77,999+75.6% | $65,292+109.8% |
| Participation rate | 96.5% | 85.6%+10.9pp | 75.5%+20.9pp | 72.4%+24.0pp |
| Annual return | 6.98% | 11.37%-4.4pp | 425.96%-419.0pp | 11.84%-4.9pp |
| Employer contribution / active EE | $5,960 | $3,999+49.0% | $2,470+141.3% | $2,302+158.9% |
| Participant deferral / active EE | $6,326 | $5,945+6.4% | $3,497+80.9% | $3,579+76.8% |
| Admin fee / account holder | $93 | $66+40.3% | $5,480-98.3% | $57+61.9% |