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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $367,855 |
Service code 27 · EIN 25-0058143 | Advisory (Plan) | $79,653 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,222 | $67,679+33.3% | $155,509-42.0% | $99,062-8.9% |
| Participation rate | 96.6% | 67.2%+29.4pp | 78.2%+18.4pp | 71.6%+25.0pp |
| Annual return | 14.10% | 16.16%-2.1pp | 64.67%-50.6pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,185 | $2,268-3.7% | $4,672-53.2% | $3,262-33.0% |
| Participant deferral / active EE | $5,177 | $3,828+35.2% | $5,626-8.0% | $5,331-2.9% |
| Admin fee / account holder | $75 | $94-20.3% | $15,912-99.5% | $109-31.5% |