Filed June 14, 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 Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
PENSION ADMINISTRATORS GROUP, INC.10+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,639 | $92,055-54.8% | $106,213-60.8% | $77,643-46.4% |
| Participation rate | 85.1% | 81.0%+4.1pp | 75.3%+9.9pp | 70.6%+14.6pp |
| Annual return | 12.20% | 17.91%-5.7pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,299 | $3,367-61.4% | $3,171-59.0% | $2,726-52.3% |
| Participant deferral / active EE | $2,447 | $5,386-54.6% | $5,016-51.2% | $4,647-47.3% |
| Admin fee / account holder | $27 | $219-87.7% | $11,033-99.8% | $430-93.7% |