Filed January 6, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,511 |
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 | Accounting | $53,550 |
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 | $193,677 | $89,178+117.2% | $91,541+111.6% | $102,872+88.3% |
| Participation rate | 99.4% | 79.7%+19.8pp | 69.8%+29.7pp | 73.0%+26.4pp |
| Annual return | 20.82% | 14.52%+6.3pp | 20.50%+0.3pp | 19.06%+1.8pp |
| Employer contribution / active EE | $11,445 | $3,455+231.3% | $2,505+357.0% | $3,526+224.6% |
| Participant deferral / active EE | $9,933 | $4,657+113.3% | $4,008+147.8% | $5,535+79.5% |
| Admin fee / account holder | $50 | $134-62.6% | $6,956-99.3% | $292-82.9% |