Filed February 28, 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 | $80,642 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $71,765 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,334 |
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 | $108,582 | $106,028+2.4% | $146,958-26.1% | $77,643+39.8% |
| Participation rate | 92.3% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 19.84% | 56.73%-36.9pp | 418.34%-398.5pp | 31.24%-11.4pp |
| Employer contribution / active EE | $3,342 | $4,063-17.8% | $4,933-32.3% | $2,726+22.6% |
| Participant deferral / active EE | $7,139 | $7,990-10.6% | $8,070-11.5% | $4,647+53.6% |
| Admin fee / account holder | $235 | $337-30.3% | $12,998-98.2% | $430-45.4% |