Filed October 18, 2004 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $136,788 |
MELTON & MELTON LLP4 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $38,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $19,572 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,756 |
AON CONSULTING3 years Filed as: AON Service code 16 · EIN 22-2232264 | Consulting | $6,792 |
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 | $87,227 | $139,767-37.6% | $153,485-43.2% | $199,593-56.3% |
| Participation rate | 92.7% | 85.1%+7.6pp | 77.1%+15.6pp | 72.0%+20.7pp |
| Annual return | 14.42% | 20.59%-6.2pp | 15.65%-1.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,760 | $6,517-27.0% | $5,039-5.5% | $3,034+56.9% |
| Participant deferral / active EE | $7,142 | $8,055-11.3% | $6,757+5.7% | $5,087+40.4% |
| Admin fee / account holder | $85 | $98-12.7% | $12,724-99.3% | $269-68.2% |