Filed May 2, 2005 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,496,245 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $755,761 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $138,663 |
COMPSIGHT, LLC7 years Service code 15 · EIN 47-3578822 | Recordkeeping | $117,984 |
CURCIO WEBB7 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $52,500 |
MARUDAS GRAPHICS, INC.10+ years Filed as: MARUDAS GRAPHICS, INC Service code 15 · EIN 41-1952419 | Recordkeeping | $19,274 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS, CORP Service code 15 · EIN 13-4041496 | Recordkeeping | $14,820 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $8,100 |
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 | $249,375 | $152,104+64.0% | $184,203+35.4% | $106,382+134.4% |
| Participation rate | 98.2% | 85.9%+12.3pp | 86.8%+11.3pp | 69.9%+28.3pp |
| Annual return | 15.92% | 20.70%-4.8pp | 28.81%-12.9pp | 17.37%-1.5pp |
| Employer contribution / active EE | $4,857 | $5,326-8.8% | $6,427-24.4% | $3,364+44.4% |
| Participant deferral / active EE | $10,974 | $8,559+28.2% | $9,131+20.2% | $5,569+97.1% |
| Admin fee / account holder | $89 | $103-12.8% | $13,901-99.4% | $79+12.9% |