Filed October 18, 2004
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 INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $554,823 |
FINANCIAL ENGINES11+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $334,247 |
STATE STREET GLOBAL ADVISORS10+ years Service code 16 · EIN 81-4017137 | Consulting | $100,000 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $90,000 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $61,000 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $40,000 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $22,119 |
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 | $70,922 | $140,769-49.6% | $91,541-22.5% | $140,769-49.6% |
| Participation rate | 81.2% | 74.2%+7.0pp | 69.8%+11.4pp | 74.2%+7.0pp |
| Annual return | 16.98% | 16.82%+0.2pp | 20.50%-3.5pp | 16.82%+0.2pp |
| Employer contribution / active EE | $2,438 | $3,906-37.6% | $2,505-2.7% | $3,906-37.6% |
| Participant deferral / active EE | $3,582 | $6,717-46.7% | $4,008-10.6% | $6,717-46.7% |
| Admin fee / account holder | $74 | $229-67.5% | $6,956-98.9% | $229-67.5% |