Filed January 23, 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 |
|---|---|---|
MARINER LLC3 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $51,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,427 | $106,028-45.8% | $146,958-60.9% | $77,643-26.0% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 20.11% | 56.73%-36.6pp | 418.34%-398.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $1,312 | $4,063-67.7% | $4,933-73.4% | $2,726-51.9% |
| Participant deferral / active EE | $5,450 | $7,990-31.8% | $8,070-32.5% | $4,647+17.3% |
| Admin fee / account holder | $9 | $337-97.5% | $12,998-99.9% | $430-98.0% |