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 INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
PENSION ADMINISTRATORS GROUP, INC.11+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
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 | $48,912 | $104,919-53.4% | $116,228-57.9% | $85,563-42.8% |
| Participation rate | 96.9% | 78.6%+18.3pp | 74.6%+22.4pp | 66.0%+31.0pp |
| Annual return | 14.66% | 15.38%-0.7pp | 90.06%-75.4pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,673 | $3,485-52.0% | $2,994-44.1% | $2,654-36.9% |
| Participant deferral / active EE | $3,159 | $5,306-40.5% | $4,953-36.2% | $4,375-27.8% |
| Admin fee / account holder | $22 | $429-94.8% | $11,989-99.8% | $834-97.3% |