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 | $74,661+11.2% | $160,784-48.4% | $67,986+22.1% |
| Participation rate | 93.7% | 57.1%+36.5pp | 77.0%+16.7pp | 57.2%+36.5pp |
| Annual return | 17.22% | 28.83%-11.6pp | 1803.92%-1786.7pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,333 | $1,829-27.1% | $3,733-64.3% | $2,019-34.0% |
| Participant deferral / active EE | $9,680 | $3,681+163.0% | $6,293+53.8% | $3,358+188.3% |
| Admin fee / account holder | $361 | $3,959-90.9% | $9,717-96.3% | $3,203-88.7% |