Filed January 31, 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 | $274,072 |
TRENDZ ADVISORS, INC.8 years Service code 26 · EIN 20-4278363 | Advisory (Participants) | $168,154 |
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
PYA, P.C.7 years Filed as: PYA, P.C Service code 10 · EIN 62-1517792 | Accounting | $21,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,028 | $67,679+62.6% | $155,509-29.2% | $99,062+11.1% |
| Participation rate | 59.3% | 67.2%-7.9pp | 78.2%-18.9pp | 71.6%-12.3pp |
| Annual return | 17.04% | 16.16%+0.9pp | 64.67%-47.6pp | 17.66%-0.6pp |
| Employer contribution / active EE | $2,012 | $2,268-11.3% | $4,672-56.9% | $3,262-38.3% |
| Participant deferral / active EE | $3,725 | $3,828-2.7% | $5,626-33.8% | $5,331-30.1% |
| Admin fee / account holder | $64 | $94-31.5% | $15,912-99.6% | $109-41.1% |