Filed April 10, 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 | $184,630 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,054 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $110,000 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICE WATER HOUSE CO Service code 16 · EIN 13-4008324 | Consulting | $109,968 |
ARNOLD & PORTER8 years Filed as: ARNOLD & PORTER KAYE SCHOLER Service code 29 · EIN 53-0208605 | Legal | $43,484 |
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 | $192,276 | $122,693+56.7% | $184,203+4.4% | $199,593-3.7% |
| Participation rate | 94.5% | 86.8%+7.7pp | 86.8%+7.7pp | 72.0%+22.5pp |
| Annual return | 18.26% | 143.91%-125.6pp | 28.81%-10.6pp | 34.25%-16.0pp |
| Employer contribution / active EE | $7,404 | $4,584+61.5% | $6,427+15.2% | $3,034+144.0% |
| Participant deferral / active EE | $17,184 | $7,990+115.1% | $9,131+88.2% | $5,087+237.8% |
| Admin fee / account holder | $157 | $121+30.0% | $13,901-98.9% | $269-41.7% |