Filed February 2, 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 | $39,269 |
ROTHSCHILD ASSET MANAGEMENT5 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $22,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,474 | $88,982+82.6% | $102,438+58.6% | $77,671+109.2% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.8pp |
| Annual return | 17.49% | 25.01%-7.5pp | 29.37%-11.9pp | 31.21%-13.7pp |
| Employer contribution / active EE | $2,278 | $2,698-15.6% | $3,024-24.7% | $2,726-16.5% |
| Participant deferral / active EE | $8,208 | $5,144+59.6% | $5,054+62.4% | $4,648+76.6% |
| Admin fee / account holder | $197 | $236-16.3% | $9,448-97.9% | $430-54.2% |