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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $185,530 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,390 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $171,815 | $81,357+111.2% | $75,972+126.2% | $199,593-13.9% |
| Participation rate | 96.7% | 69.9%+26.8pp | 69.1%+27.7pp | 72.0%+24.7pp |
| Annual return | 14.82% | 16.32%-1.5pp | 359.55%-344.7pp | 34.25%-19.4pp |
| Employer contribution / active EE | $8,281 | $3,341+147.9% | $2,685+208.4% | $3,034+172.9% |
| Participant deferral / active EE | $12,235 | $4,710+159.8% | $4,255+187.5% | $5,087+140.5% |
| Admin fee / account holder | $96 | $144-33.3% | $6,467-98.5% | $269-64.2% |