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 INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $315,506 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING L.L.C. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $59,490 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $19,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,803 | $73,283-6.1% | $155,509-55.8% | $106,382-35.3% |
| Participation rate | 95.0% | 73.3%+21.8pp | 78.2%+16.8pp | 69.9%+25.2pp |
| Annual return | 13.74% | 15.77%-2.0pp | 64.67%-50.9pp | 17.37%-3.6pp |
| Employer contribution / active EE | $3,242 | $2,247+44.3% | $4,672-30.6% | $3,364-3.6% |
| Participant deferral / active EE | $4,722 | $4,580+3.1% | $5,626-16.1% | $5,569-15.2% |
| Admin fee / account holder | $27 | $56-51.9% | $15,912-99.8% | $79-65.9% |