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 |
|---|---|---|
Service code 28 · EIN 82-3538929 | Investment Management | $27,667 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $13,661 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,793 | $97,136-31.2% | $59,878+11.5% | $73,367-9.0% |
| Participation rate | 51.7% | 65.8%-14.1pp | 74.7%-23.0pp | 69.5%-17.8pp |
| Annual return | -1.20% | -2.56%+1.4pp | 3.46%-4.7pp | 173.45%-174.7pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,722-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,637 | $4,036-34.7% | $3,402-22.5% | $4,033-34.6% |
| Admin fee / account holder | $4 | $31-85.7% | $3,590-99.9% | $68-93.6% |