Filed November 30, 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $8,543 |
TIAA2+ years Filed as: TIAA OF AMERICA Service code 37 · EIN 13-1624203 | Loan Processing | $7,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,591 | $85,199+61.5% | $57,179+140.6% | $63,975+115.1% |
| Participation rate | 60.6% | 74.0%-13.4pp | 75.3%-14.7pp | 71.1%-10.5pp |
| Annual return | 6.97% | 10.43%-3.5pp | 14.59%-7.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,083 | $3,446-10.6% | $2,682+14.9% | $2,182+41.3% |
| Participant deferral / active EE | $3,812 | $3,109+22.6% | $3,096+23.1% | $3,356+13.6% |
| Admin fee / account holder | $3 | $39-92.6% | $3,139-99.9% | $70-95.9% |