Filed March 21, 2006 (most recent of 2 filings on file)
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $359,714 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,465 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,384 |
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 | $43,651 | $117,739-62.9% | $82,389-47.0% | $117,739-62.9% |
| Participation rate | 83.4% | 76.6%+6.7pp | 69.5%+13.8pp | 76.6%+6.7pp |
| Annual return | 16.48% | 17.29%-0.8pp | 28.67%-12.2pp | 17.29%-0.8pp |
| Employer contribution / active EE | $1,360 | $3,746-63.7% | $2,517-46.0% | $3,746-63.7% |
| Participant deferral / active EE | $4,670 | $6,128-23.8% | $4,155+12.4% | $6,128-23.8% |
| Admin fee / account holder | $64 | $112-42.8% | $7,231-99.1% | $112-42.8% |