Filed June 21, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $399,096 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $307,535 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,090 | $159,391+10.5% | $102,423+71.9% | $99,062+77.8% |
| Participation rate | 88.7% | 88.6%+0.1pp | 76.5%+12.2pp | 71.6%+17.1pp |
| Annual return | 15.95% | 19.03%-3.1pp | 29.32%-13.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $2,618 | $4,207-37.8% | $3,023-13.4% | $3,262-19.7% |
| Participant deferral / active EE | $9,218 | $7,498+22.9% | $5,053+82.4% | $5,331+72.9% |
| Admin fee / account holder | $63 | $159-60.1% | $9,451-99.3% | $109-41.8% |