Filed July 10, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $308,160 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,745 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $21,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,558 | $111,072-18.5% | $156,263-42.0% | $102,872-12.0% |
| Participation rate | 94.6% | 80.1%+14.5pp | 78.9%+15.7pp | 73.0%+21.6pp |
| Annual return | 18.44% | 16.98%+1.5pp | 59.47%-41.0pp | 19.06%-0.6pp |
| Employer contribution / active EE | $2,253 | $4,017-43.9% | $4,333-48.0% | $3,526-36.1% |
| Participant deferral / active EE | $7,166 | $5,455+31.4% | $6,158+16.4% | $5,535+29.5% |
| Admin fee / account holder | $88 | $120-27.1% | $14,255-99.4% | $292-70.0% |