Filed February 23, 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 Service code 37 · EIN 04-2647786 | Loan Processing | $55,779 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $40,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,994 | $81,625+1.7% | $167,512-50.5% | $74,304+11.7% |
| Participation rate | 93.7% | 60.0%+33.6pp | 77.1%+16.6pp | 60.3%+33.3pp |
| Annual return | 17.22% | 26.09%-8.9pp | 1615.79%-1598.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,333 | $2,010-33.7% | $3,882-65.7% | $2,241-40.5% |
| Participant deferral / active EE | $9,680 | $4,115+135.3% | $6,405+51.1% | $3,767+157.0% |
| Admin fee / account holder | $361 | $3,474-89.6% | $9,769-96.3% | $2,969-87.9% |