Filed March 21, 2005 (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 | $214,999 |
BELLWETHER CONSULTING LLC5 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $39,000 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $37,275 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,857 | $48,230+42.8% | $67,502+2.0% | $80,856-14.8% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 14.67% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $15,651 | $2,020+674.9% | $2,731+473.1% | $2,755+468.1% |
| Participant deferral / active EE | $18,224 | $2,924+523.3% | $4,000+355.6% | $4,296+324.2% |
| Admin fee / account holder | $117 | $3,681-96.8% | $3,998-97.1% | $6,918-98.3% |