Filed August 5, 2006 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $183,665 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,221 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,532 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $42,745 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,410 | $84,030+67.1% | $126,539+11.0% | $102,872+36.5% |
| Participation rate | 95.2% | 58.3%+36.9pp | 69.8%+25.4pp | 73.0%+22.2pp |
| Annual return | 16.22% | 17.79%-1.6pp | 425.95%-409.7pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,624 | $3,287+10.2% | $3,674-1.4% | $3,526+2.8% |
| Participant deferral / active EE | $10,013 | $3,749+167.1% | $4,083+145.3% | $5,535+80.9% |
| Admin fee / account holder | $102 | $299-66.0% | $6,065-98.3% | $292-65.2% |