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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $248,627 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING L.L.C. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $59,396 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $13,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,014 | $83,057-28.9% | $143,757-58.9% | $89,394-34.0% |
| Participation rate | 95.5% | 74.0%+21.5pp | 80.3%+15.2pp | 71.3%+24.2pp |
| Annual return | -16.34% | -13.97%-2.4pp | -0.04%-16.3pp | -11.89%-4.5pp |
| Employer contribution / active EE | $3,420 | $2,095+63.2% | $4,951-30.9% | $3,022+13.2% |
| Participant deferral / active EE | $3,310 | $4,281-22.7% | $5,637-41.3% | $5,123-35.4% |
| Admin fee / account holder | $25 | $83-69.4% | $14,673-99.8% | $79-68.0% |