Filed March 1, 2005
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $60,493 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $11,850 |
Filed as: REINHART, BOERNER VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $5,884 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,016 | $65,118-69.3% | $76,768-73.9% | $55,725-64.1% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.0%+13.9pp | 70.9%+20.1pp |
| Annual return | -5.13% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,306 | $1,941+18.8% | $2,485-7.2% | $2,078+11.0% |
| Participant deferral / active EE | $1,640 | $3,688-55.5% | $3,852-57.4% | $3,356-51.1% |
| Admin fee / account holder | $96 | $116-16.8% | $6,675-98.6% | $115-16.3% |