Filed June 14, 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 |
|---|---|---|
PDI, INC.1+ years Service code 10 | Accounting | $110,815 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,090 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $0 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENTD ADVISORS Service code 16 · EIN 20-4751585 | Consulting | $0 |
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 | $43,585 | $57,096-23.7% | $94,224-53.7% | $55,191-21.0% |
| Participation rate | 72.7% | 75.7%-2.9pp | 78.8%-6.0pp | 69.2%+3.6pp |
| Annual return | 4.56% | 159.65%-155.1pp | 10.68%-6.1pp | 10.78%-6.2pp |
| Employer contribution / active EE | $1,562 | $1,708-8.5% | $3,587-56.5% | $1,899-17.7% |
| Participant deferral / active EE | $5,751 | $3,165+81.7% | $4,320+33.1% | $3,046+88.8% |
| Admin fee / account holder | $11 | $89-87.4% | $6,269-99.8% | $91-87.6% |