Filed April 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $30,348 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,597 | $52,406-28.3% | $129,207-70.9% | $74,495-49.5% |
| Participation rate | 85.5% | 53.8%+31.7pp | 69.6%+15.9pp | 67.2%+18.3pp |
| Annual return | 16.97% | 15.66%+1.3pp | 9417.33%-9400.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,369 | $1,531-10.6% | $4,153-67.0% | $2,623-47.8% |
| Participant deferral / active EE | $2,869 | $2,794+2.7% | $4,168-31.2% | $4,346-34.0% |
| Admin fee / account holder | $371 | $2,633-85.9% | $7,715-95.2% | $1,942-80.9% |