Filed November 9, 2005
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 60 · EIN 04-2647786 | Sub-TA Fees | $9,948 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,091 | $45,031+15.7% | $84,966-38.7% | $77,643-32.9% |
| Participation rate | 71.6% | 48.7%+22.9pp | 67.5%+4.1pp | 70.6%+1.0pp |
| Annual return | 15.58% | 79.22%-63.6pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $78 | $1,609-95.1% | $2,727-97.1% | $2,726-97.1% |
| Participant deferral / active EE | $4,169 | $2,807+48.5% | $4,519-7.8% | $4,647-10.3% |
| Admin fee / account holder | $16 | $912-98.3% | $6,149-99.7% | $430-96.3% |