Filed November 9, 2005 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $261,126 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,189 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,954 | $99,061-44.5% | $81,783-32.8% | $99,061-44.5% |
| Participation rate | 88.0% | 71.6%+16.3pp | 72.4%+15.6pp | 71.6%+16.3pp |
| Annual return | 16.92% | 17.66%-0.7pp | 775.05%-758.1pp | 17.66%-0.7pp |
| Employer contribution / active EE | $2,369 | $3,261-27.4% | $2,913-18.7% | $3,261-27.4% |
| Participant deferral / active EE | $3,206 | $5,331-39.9% | $4,320-25.8% | $5,331-39.9% |
| Admin fee / account holder | $57 | $109-48.0% | $7,380-99.2% | $109-48.0% |