Filed December 15, 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 Service code 37 · EIN 04-2647786 | Loan Processing | $57,282 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,843 | $53,136+3.2% | $155,509-64.7% | $199,593-72.5% |
| Participation rate | 64.7% | 64.1%+0.7pp | 78.2%-13.4pp | 72.0%-7.2pp |
| Annual return | 18.52% | 41.15%-22.6pp | 64.67%-46.1pp | 34.25%-15.7pp |
| Employer contribution / active EE | $1,319 | $1,851-28.8% | $4,672-71.8% | $3,034-56.5% |
| Participant deferral / active EE | $2,551 | $3,161-19.3% | $5,626-54.7% | $5,087-49.9% |
| Admin fee / account holder | $92 | $185-50.5% | $15,912-99.4% | $269-65.8% |