Filed October 16, 2009
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $107,521 |
FOREST CAPITAL MANAGEMENT LLC10+ years Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $104,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,446 | $76,173-50.8% | $81,382-54.0% | $199,593-81.2% |
| Participation rate | 76.2% | 76.3%-0.1pp | 69.5%+6.7pp | 72.0%+4.2pp |
| Annual return | 12.96% | 15.59%-2.6pp | 24.73%-11.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $693 | $2,792-75.2% | $2,463-71.9% | $3,034-77.2% |
| Participant deferral / active EE | $3,269 | $4,201-22.2% | $3,883-15.8% | $5,087-35.7% |
| Admin fee / account holder | $158 | $146+8.0% | $5,768-97.3% | $269-41.3% |