Filed February 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $313,361 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 27 · EIN 92-1819393 | Advisory (Plan) | $70,000 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES, INC Service code 16 · EIN 36-2668272 | Consulting | $34,483 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
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 | $215,218 | $145,516+47.9% | $184,203+16.8% | $99,062+117.3% |
| Participation rate | 84.9% | 90.3%-5.3pp | 86.8%-1.9pp | 71.6%+13.3pp |
| Annual return | 15.47% | 21.23%-5.8pp | 28.81%-13.3pp | 17.66%-2.2pp |
| Employer contribution / active EE | $5,514 | $5,354+3.0% | $6,427-14.2% | $3,262+69.0% |
| Participant deferral / active EE | $11,887 | $8,423+41.1% | $9,131+30.2% | $5,331+123.0% |
| Admin fee / account holder | $56 | $78-27.5% | $13,901-99.6% | $109-48.3% |