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 | $128,285 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,950 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
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 | $203,259 | $94,876+114.2% | $82,389+146.7% | $102,872+97.6% |
| Participation rate | 96.7% | 70.6%+26.1pp | 69.5%+27.1pp | 73.0%+23.7pp |
| Annual return | 16.82% | 17.83%-1.0pp | 28.67%-11.8pp | 19.06%-2.2pp |
| Employer contribution / active EE | $8,760 | $3,789+131.2% | $2,517+248.0% | $3,526+148.4% |
| Participant deferral / active EE | $13,489 | $4,496+200.0% | $4,155+224.7% | $5,535+143.7% |
| Admin fee / account holder | $87 | $214-59.3% | $7,231-98.8% | $292-70.2% |