Filed December 10, 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 | $289,600 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $40,711 |
MOSS ADAMS LLP10+ years Service code 16 · EIN 91-0189318 | Consulting | $14,108 |
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 | $105,050 | $81,357+29.1% | $75,972+38.3% | $199,593-47.4% |
| Participation rate | 85.0% | 69.9%+15.1pp | 69.1%+16.0pp | 72.0%+13.1pp |
| Annual return | 17.84% | 16.32%+1.5pp | 359.55%-341.7pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,612 | $3,341-21.8% | $2,685-2.7% | $3,034-13.9% |
| Participant deferral / active EE | $6,028 | $4,710+28.0% | $4,255+41.6% | $5,087+18.5% |
| Admin fee / account holder | $129 | $144-10.5% | $6,467-98.0% | $269-51.9% |