Filed March 29, 2006 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $300,010 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,535 |
Filed as: TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $44,013 |
CROWE LLP2 years Service code 10 · EIN 36-0921680 | Accounting | $37,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $129,264 | $128,899+0.3% | $113,168+14.2% | $102,872+25.7% |
| Participation rate | 89.0% | 87.0%+2.0pp | 76.6%+12.5pp | 73.0%+16.0pp |
| Annual return | 17.44% | 15.88%+1.6pp | 24.27%-6.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,124 | $3,713-15.9% | $2,975+5.0% | $3,526-11.4% |
| Participant deferral / active EE | $6,628 | $6,787-2.3% | $5,107+29.8% | $5,535+19.8% |
| Admin fee / account holder | $77 | $129-40.8% | $12,068-99.4% | $292-73.8% |