Filed July 6, 2006
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 | $472,698 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,984 |
MYCIO WEALTH PARTNERS LLC4 years Service code 27 · EIN 20-2611371 | Advisory (Plan) | $25,000 |
ROMEO WIGGINS & COMPANY, LLP3 years Filed as: ROMEO, WIGGINS & COMPANY, LLP Service code 10 · EIN 56-1627242 | Accounting | $11,200 |
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 | $87,852 | $110,299-20.4% | $102,423-14.2% | $199,593-56.0% |
| Participation rate | 98.9% | 86.3%+12.6pp | 76.5%+22.4pp | 72.0%+26.9pp |
| Annual return | 16.66% | 35.73%-19.1pp | 29.32%-12.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,229 | $3,603-10.4% | $3,023+6.8% | $3,034+6.4% |
| Participant deferral / active EE | $9,475 | $6,376+48.6% | $5,053+87.5% | $5,087+86.3% |
| Admin fee / account holder | $119 | $122-2.8% | $9,451-98.7% | $269-55.8% |