Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $443,103 |
LCG ASSOCIATES, INC.2 years Service code 16 · EIN 75-1680350 | Consulting | $50,000 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,649 | $55,527-23.2% | $81,783-47.9% | $199,768-78.7% |
| Participation rate | 91.8% | 62.7%+29.1pp | 72.4%+19.4pp | 72.0%+19.8pp |
| Annual return | 16.16% | 19.58%-3.4pp | 775.05%-758.9pp | 34.26%-18.1pp |
| Employer contribution / active EE | $1,720 | $2,111-18.5% | $2,913-41.0% | $3,037-43.4% |
| Participant deferral / active EE | $5,440 | $3,296+65.1% | $4,320+25.9% | $5,090+6.9% |
| Admin fee / account holder | $76 | $347-78.2% | $7,380-99.0% | $269-71.9% |