Filed October 26, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $110,812 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $31,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,050 | $140,769+148.0% | $116,228+200.3% | $140,769+148.0% |
| Participation rate | 98.7% | 74.2%+24.6pp | 74.6%+24.2pp | 74.2%+24.6pp |
| Annual return | 21.74% | 16.82%+4.9pp | 90.06%-68.3pp | 16.82%+4.9pp |
| Employer contribution / active EE | $14,362 | $3,906+267.7% | $2,994+379.6% | $3,906+267.7% |
| Participant deferral / active EE | $25,024 | $6,717+272.6% | $4,953+405.2% | $6,717+272.6% |
| Admin fee / account holder | $12 | $229-94.9% | $11,989-99.9% | $229-94.9% |