Filed July 26, 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 INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $435,272 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING L.L.C. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $61,328 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $19,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,619 | $121,719-34.6% | $154,803-48.6% | $140,769-43.4% |
| Participation rate | 98.6% | 76.3%+22.3pp | 78.1%+20.5pp | 74.2%+24.4pp |
| Annual return | 19.85% | 19.22%+0.6pp | 58.88%-39.0pp | 16.82%+3.0pp |
| Employer contribution / active EE | $3,635 | $2,466+47.4% | $4,305-15.6% | $3,906-6.9% |
| Participant deferral / active EE | $5,195 | $5,384-3.5% | $5,540-6.2% | $6,717-22.7% |
| Admin fee / account holder | $29 | $71-59.6% | $14,329-99.8% | $229-87.5% |