Filed June 30, 2006 (most recent of 5 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 | $337,935 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,441 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,975 | $86,936+49.5% | $103,333+25.8% | $99,062+31.2% |
| Participation rate | 85.9% | 81.7%+4.2pp | 74.5%+11.4pp | 71.6%+14.3pp |
| Annual return | 18.44% | 14.99%+3.5pp | 24.88%-6.4pp | 17.66%+0.8pp |
| Employer contribution / active EE | $756 | $3,925-80.7% | $3,868-80.4% | $3,262-76.8% |
| Participant deferral / active EE | $6,740 | $3,825+76.2% | $5,057+33.3% | $5,331+26.4% |
| Admin fee / account holder | $69 | $140-50.5% | $8,355-99.2% | $109-36.3% |