Filed January 10, 2007
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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $89,460 |
ASCENSUS LLC1 year Filed as: CAP TRUST FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $18,306 |
Service code 28 · EIN 39-1788357 | Investment Management | $17,908 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,625 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,118 | $98,180-34.7% | $62,995+1.8% | $177,276-63.8% |
| Participation rate | 72.1% | 75.3%-3.3pp | 74.8%-2.8pp | 74.8%-2.8pp |
| Annual return | 20.71% | 16.81%+3.9pp | 87.57%-66.9pp | 21.25%-0.5pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,314 | $3,805-12.9% | $3,329-0.5% | $3,881-14.6% |
| Admin fee / account holder | $13 | $31-58.1% | $3,600-99.6% | $154-91.5% |