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 | $278,498 |
TIAA6+ years Filed as: TIAA OF AMERICA Service code 37 · EIN 13-1624203 | Loan Processing | $133,225 |
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 | $163,643 | $105,581+55.0% | $70,449+132.3% | $90,288+81.2% |
| Participation rate | 77.9% | 77.5%+0.4pp | 75.1%+2.9pp | 73.4%+4.6pp |
| Annual return | 16.96% | 14.78%+2.2pp | 109.03%-92.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,898 | $3,304+18.0% | $2,737+42.4% | $2,524+54.4% |
| Participant deferral / active EE | $5,160 | $3,813+35.3% | $3,709+39.1% | $4,232+21.9% |
| Admin fee / account holder | $58 | $68-13.5% | $3,845-98.5% | $114-48.8% |