Filed February 27, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $660,328 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,593 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,125 | $140,769-54.4% | $82,389-22.2% | $140,769-54.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.4pp | 74.2%+5.8pp |
| Annual return | 16.31% | 16.82%-0.5pp | 28.67%-12.4pp | 16.82%-0.5pp |
| Employer contribution / active EE | $0 | $3,906-100.0% | $2,517-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $5,054 | $6,717-24.8% | $4,155+21.6% | $6,717-24.8% |
| Admin fee / account holder | $55 | $229-75.8% | $7,231-99.2% | $229-75.8% |