Filed September 4, 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 | $54,993 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,902 |
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 | $56,225 | $88,890-36.7% | $102,423-45.1% | $77,643-27.6% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.5%+14.8pp | 70.6%+20.7pp |
| Annual return | 14.97% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,602 | $2,698-40.6% | $3,023-47.0% | $2,726-41.2% |
| Participant deferral / active EE | $4,402 | $5,145-14.4% | $5,053-12.9% | $4,647-5.3% |
| Admin fee / account holder | $274 | $235+16.2% | $9,451-97.1% | $430-36.4% |