Filed April 19, 2007
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 | $113,032 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,956 |
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 | $165,579 | $115,744+43.1% | $100,391+64.9% | $199,593-17.0% |
| Participation rate | 72.3% | 85.7%-13.4pp | 81.5%-9.2pp | 72.0%+0.3pp |
| Annual return | 17.56% | 17.79%-0.2pp | 49.20%-31.6pp | 34.25%-16.7pp |
| Employer contribution / active EE | $2,336 | $3,657-36.1% | $3,942-40.7% | $3,034-23.0% |
| Participant deferral / active EE | $6,902 | $9,844-29.9% | $8,082-14.6% | $5,087+35.7% |
| Admin fee / account holder | $119 | $93+28.1% | $7,899-98.5% | $269-55.8% |