Filed February 24, 2006 (most recent of 3 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 | $137,392 |
SAGE ADVISORY SERVICES8 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $69,867 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,970 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $34,914 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,965 | $128,899+142.8% | $113,168+176.5% | $102,872+204.2% |
| Participation rate | 94.5% | 87.0%+7.5pp | 76.6%+18.0pp | 73.0%+21.5pp |
| Annual return | 13.02% | 15.88%-2.9pp | 24.27%-11.2pp | 19.06%-6.0pp |
| Employer contribution / active EE | $14,420 | $3,713+288.4% | $2,975+384.7% | $3,526+308.9% |
| Participant deferral / active EE | $13,332 | $6,787+96.4% | $5,107+161.1% | $5,535+140.9% |
| Admin fee / account holder | $209 | $129+61.2% | $12,068-98.3% | $292-28.6% |