Filed June 16, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $380,492 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 25-0058143 | Advisory (Plan) | $86,444 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,952 | $74,933+34.7% | $154,803-34.8% | $117,739-14.3% |
| Participation rate | 96.7% | 64.5%+32.2pp | 78.1%+18.6pp | 76.6%+20.0pp |
| Annual return | 19.20% | 17.34%+1.9pp | 58.88%-39.7pp | 17.29%+1.9pp |
| Employer contribution / active EE | $2,129 | $2,316-8.0% | $4,305-50.5% | $3,746-43.2% |
| Participant deferral / active EE | $5,167 | $3,942+31.1% | $5,540-6.7% | $6,128-15.7% |
| Admin fee / account holder | $76 | $129-41.2% | $14,329-99.5% | $112-32.1% |