Filed December 7, 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 | $1,092,073 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $77,120 |
Service code 10 · EIN 95-4345526 | Accounting | $18,524 |
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 | $73,334 | $121,719-39.8% | $154,803-52.6% | $140,769-47.9% |
| Participation rate | 93.8% | 76.3%+17.5pp | 78.1%+15.7pp | 74.2%+19.6pp |
| Annual return | 20.38% | 19.22%+1.2pp | 58.88%-38.5pp | 16.82%+3.6pp |
| Employer contribution / active EE | $3,316 | $2,466+34.5% | $4,305-23.0% | $3,906-15.1% |
| Participant deferral / active EE | $7,231 | $5,384+34.3% | $5,540+30.5% | $6,717+7.7% |
| Admin fee / account holder | $49 | $71-30.4% | $14,329-99.7% | $229-78.5% |