Filed October 24, 2006 (most recent of 4 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 | $59,962 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,574 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $6,250 |
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 | $114,181 | $53,136+114.9% | $155,509-26.6% | $199,593-42.8% |
| Participation rate | 92.7% | 64.1%+28.6pp | 78.2%+14.5pp | 72.0%+20.7pp |
| Annual return | 14.25% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,713 | $1,851+100.6% | $4,672-20.5% | $3,034+22.4% |
| Participant deferral / active EE | $8,052 | $3,161+154.7% | $5,626+43.1% | $5,087+58.3% |
| Admin fee / account holder | $59 | $185-68.1% | $15,912-99.6% | $269-78.0% |