Filed July 19, 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 |
|---|---|---|
Filed as: SMITH BUNDAY BERMAN BRITTON, PS Service code 10 · EIN 91-1275259 | Accounting | $21,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,080 | $88,083-43.1% | $164,813-69.6% | $74,495-32.8% |
| Participation rate | 88.4% | 73.0%+15.3pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 16.26% | 17.26%-1.0pp | 69.93%-53.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $17 | $2,593-99.4% | $4,341-99.6% | $2,623-99.4% |
| Participant deferral / active EE | $4,413 | $4,498-1.9% | $6,031-26.8% | $4,346+1.6% |
| Admin fee / account holder | $113 | $2,234-95.0% | $12,690-99.1% | $1,942-94.2% |