Filed January 30, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $107,136 |
Form 5500 reported that benefits due were not provided when due.
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 | $120,088 | $76,173+57.7% | $81,382+47.6% | $199,593-39.8% |
| Participation rate | 96.8% | 76.3%+20.6pp | 69.5%+27.3pp | 72.0%+24.8pp |
| Annual return | 16.58% | 15.59%+1.0pp | 24.73%-8.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $3,642 | $2,792+30.5% | $2,463+47.9% | $3,034+20.0% |
| Participant deferral / active EE | $8,490 | $4,201+102.1% | $3,883+118.6% | $5,087+66.9% |
| Admin fee / account holder | $45 | $146-69.0% | $5,768-99.2% | $269-83.2% |