Filed December 7, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,027,933 |
ERNST & YOUNG LLP1 year Service code 49 · EIN 34-6565596 | Other Services | $95,000 |
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 | $207,852 | $237,678-12.5% | $113,168+83.7% | $140,769+47.7% |
| Participation rate | 97.8% | 92.1%+5.7pp | 76.6%+21.2pp | 74.2%+23.7pp |
| Annual return | 15.67% | 20.63%-5.0pp | 24.27%-8.6pp | 16.82%-1.1pp |
| Employer contribution / active EE | $9,167 | $6,583+39.3% | $2,975+208.1% | $3,906+134.7% |
| Participant deferral / active EE | $11,059 | $11,080-0.2% | $5,107+116.5% | $6,717+64.6% |
| Admin fee / account holder | $36 | $66-45.5% | $12,068-99.7% | $229-84.3% |