Filed September 15, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,146,293 |
WINSTON & STRAWN LLP7 years Service code 16 · EIN 36-1975990 | Consulting | $379,810 |
NEPC, LLC9 years Service code 16 · EIN 26-1429809 | Consulting | $144,515 |
Form 5500 reported that benefits due were not provided when due.
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 | $88,503 | $73,283+20.8% | $155,509-43.1% | $106,382-16.8% |
| Participation rate | 92.7% | 73.3%+19.4pp | 78.2%+14.5pp | 69.9%+22.8pp |
| Annual return | 14.14% | 15.77%-1.6pp | 64.67%-50.5pp | 17.37%-3.2pp |
| Employer contribution / active EE | $3,090 | $2,247+37.5% | $4,672-33.9% | $3,364-8.1% |
| Participant deferral / active EE | $6,047 | $4,580+32.0% | $5,626+7.5% | $5,569+8.6% |
| Admin fee / account holder | $60 | $56+7.7% | $15,912-99.6% | $79-23.7% |