Filed April 12, 2007 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $332,912 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,237 |
MERCER2 years Service code 16 · EIN 36-2668272 | Consulting | $53,339 |
MCCARTER & ENGLISH1 year Filed as: MCCARTER & ENGLISH, LLP Service code 16 · EIN 22-1534652 | Consulting | $16,416 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,652 | $56,467+32.2% | $95,585-21.9% | $102,872-27.4% |
| Participation rate | 86.9% | 62.1%+24.8pp | 72.1%+14.8pp | 73.0%+13.9pp |
| Annual return | 16.91% | 17.94%-1.0pp | 38.56%-21.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,532 | $1,216+108.2% | $2,527+0.2% | $3,526-28.2% |
| Participant deferral / active EE | $4,676 | $3,007+55.5% | $4,023+16.2% | $5,535-15.5% |
| Admin fee / account holder | $71 | $112-36.5% | $6,127-98.8% | $292-75.6% |