Filed August 29, 2006 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $132,147 |
BCBSA NEBA1 year Service code 14 · EIN 13-5656874 | Plan Administrator | $9,490 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
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 | $156,493 | $122,693+27.5% | $184,203-15.0% | $199,593-21.6% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 15.11% | 143.91%-128.8pp | 28.81%-13.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $4,020 | $4,584-12.3% | $6,427-37.5% | $3,034+32.5% |
| Participant deferral / active EE | $7,860 | $7,990-1.6% | $9,131-13.9% | $5,087+54.5% |
| Admin fee / account holder | $66 | $121-45.1% | $13,901-99.5% | $269-75.4% |