Filed May 10, 2006
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 27 · EIN 37-1444529 | Advisory (Plan) | $31,555 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,333 | $56,767+29.2% | $101,794-28.0% | $85,563-14.3% |
| Participation rate | 56.6% | 57.6%-1.0pp | 69.2%-12.5pp | 66.0%-9.3pp |
| Annual return | 21.42% | 17.76%+3.7pp | 30.53%-9.1pp | 31.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,282 | $2,720+57.4% | $4,084+4.8% | $4,375-2.1% |
| Admin fee / account holder | $274 | $1,098-75.1% | $8,777-96.9% | $834-67.2% |