Filed December 6, 2005
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,833 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 28 · EIN 47-1303673 | Investment Management | $125,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,591 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $23,718 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $58,256 | $41,410+40.7% | $84,015-30.7% | $82,204-29.1% |
| Participation rate | 88.3% | 57.6%+30.6pp | 69.0%+19.2pp | 73.4%+14.9pp |
| Annual return | 24.05% | 21.09%+3.0pp | 71.31%-47.3pp | 26.31%-2.3pp |
| Employer contribution / active EE | $1,323 | $833+58.8% | $1,983-33.3% | $2,707-51.1% |
| Participant deferral / active EE | $4,806 | $1,628+195.1% | $3,239+48.4% | $4,246+13.2% |
| Admin fee / account holder | $58 | $89-35.1% | $6,101-99.1% | $76-23.8% |