Filed March 29, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,954 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $224,428 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $135,596 |
KBF CPAS LLP2 years Service code 10 · EIN 82-1030164 | Accounting | $17,500 |
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 | $119,922 | $67,679+77.2% | $155,509-22.9% | $99,062+21.1% |
| Participation rate | 95.7% | 67.2%+28.5pp | 78.2%+17.6pp | 71.6%+24.1pp |
| Annual return | 14.36% | 16.16%-1.8pp | 64.67%-50.3pp | 17.66%-3.3pp |
| Employer contribution / active EE | $4,668 | $2,268+105.8% | $4,672-0.1% | $3,262+43.1% |
| Participant deferral / active EE | $10,054 | $3,828+162.6% | $5,626+78.7% | $5,331+88.6% |
| Admin fee / account holder | $132 | $94+40.4% | $15,912-99.2% | $109+20.7% |