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 | $759,028 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1175092 | Consulting | $125,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,469 | $2,226,388-93.0% | $91,001+71.9% | $177,276-11.7% |
| Participation rate | 91.1% | 85.1%+5.9pp | 75.6%+15.5pp | 74.8%+16.2pp |
| Annual return | 14.50% | 20.16%-5.7pp | 4.60%+9.9pp | 21.25%-6.7pp |
| Employer contribution / active EE | $6,053 | $4,139+46.2% | $2,456+146.5% | $2,479+144.2% |
| Participant deferral / active EE | $6,839 | $6,423+6.5% | $3,547+92.8% | $3,881+76.2% |
| Admin fee / account holder | $79 | $1,921-95.9% | $5,417-98.5% | $154-48.6% |