Filed April 14, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,294 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $55,000 |
PEGGY S. EDGE, CPA, LLC10+ years Service code 10 · EIN 26-4527814 | Accounting | $28,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,461 | $90,064-2.9% | $100,415-12.9% | $77,762+12.5% |
| Participation rate | 90.8% | 81.3%+9.5pp | 81.5%+9.2pp | 70.6%+20.2pp |
| Annual return | 12.96% | 20.61%-7.6pp | 49.47%-36.5pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,012 | $3,043-66.8% | $3,943-74.3% | $2,728-62.9% |
| Participant deferral / active EE | $7,069 | $8,282-14.6% | $8,091-12.6% | $4,651+52.0% |
| Admin fee / account holder | $190 | $172+10.6% | $7,906-97.6% | $433-56.0% |