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 | $820,711 |
WINSTON & STRAWN LLP7 years Service code 29 · EIN 36-1975990 | Legal | $276,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,235 | $73,283-0.1% | $155,509-52.9% | $106,382-31.2% |
| Participation rate | 47.9% | 73.3%-25.4pp | 78.2%-30.3pp | 69.9%-22.0pp |
| Annual return | 13.66% | 15.77%-2.1pp | 64.67%-51.0pp | 17.37%-3.7pp |
| Employer contribution / active EE | $728 | $2,247-67.6% | $4,672-84.4% | $3,364-78.4% |
| Participant deferral / active EE | $2,785 | $4,580-39.2% | $5,626-50.5% | $5,569-50.0% |
| Admin fee / account holder | $54 | $56-4.4% | $15,912-99.7% | $79-32.3% |