Filed March 17, 2006 (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 |
|---|---|---|
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-0292745 | Investment Management | $1,031,552 |
FID INV INST OPS CO5 years Filed as: FID MGMT TRUST CO Service code 16 · EIN 04-2723880 | Consulting | $313,037 |
WELLS FARGO BANK, N.A.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $56,525 |
DAVIS WRIGHT TREMAINE9+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $73 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 10.29% | 9.42%+0.9pp | 8.46%+1.8pp | 37.74%-27.5pp |
| Employer contribution / active EE | $35,595 | $16,284+118.6% | $25,175+41.4% | $15,781+125.5% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |