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 | $30,399 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $12,300 |
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $3,782 |
Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $2,384 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $25,672 | $73,404-65.0% | $87,100-70.5% | $67,579-62.0% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 18.56% | 48.29%-29.7pp | 28.19%-9.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $2,648 | $2,014+31.5% | $2,521+5.0% | $2,148+23.3% |
| Participant deferral / active EE | $1,808 | $3,913-53.8% | $4,049-55.3% | $3,539-48.9% |
| Admin fee / account holder | $103 | $142-27.1% | $7,497-98.6% | $142-27.5% |