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 | $198,846 |
TIAA4+ years Filed as: TIAA OF AMERICA Service code 37 · EIN 13-1624203 | Loan Processing | $136,291 |
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 | $135,929 | $87,173+55.9% | $59,878+127.0% | $75,289+80.5% |
| Participation rate | 70.6% | 74.5%-3.9pp | 74.7%-4.1pp | 72.4%-1.8pp |
| Annual return | -2.92% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $3,687 | $3,473+6.2% | $2,722+35.5% | $2,405+53.3% |
| Participant deferral / active EE | $4,183 | $3,379+23.8% | $3,402+23.0% | $3,739+11.9% |
| Admin fee / account holder | $53 | $75-29.1% | $3,590-98.5% | $102-48.2% |