Filed August 17, 2010 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $432,478 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $36,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,573 | $145,516-40.5% | $184,203-53.0% | $99,062-12.6% |
| Participation rate | 94.2% | 90.3%+4.0pp | 86.8%+7.4pp | 71.6%+22.6pp |
| Annual return | 16.80% | 21.23%-4.4pp | 28.81%-12.0pp | 17.66%-0.9pp |
| Employer contribution / active EE | $4,542 | $5,354-15.2% | $6,427-29.3% | $3,262+39.2% |
| Participant deferral / active EE | $7,243 | $8,423-14.0% | $9,131-20.7% | $5,331+35.9% |
| Admin fee / account holder | $76 | $78-1.9% | $13,901-99.5% | $109-30.1% |