Filed July 20, 2006 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,845 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Direct paym... | $4,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,362 | $111,608+6.9% | $177,821-32.9% | $73,409+62.6% |
| Participation rate | 96.8% | 87.9%+8.9pp | 87.7%+9.1pp | 72.2%+24.6pp |
| Annual return | 25.46% | 18.23%+7.2pp | 48.32%-22.9pp | 59.29%-33.8pp |
| Employer contribution / active EE | $4,555 | $3,796+20.0% | $5,918-23.0% | $2,234+103.9% |
| Participant deferral / active EE | $6,268 | $6,199+1.1% | $7,714-18.7% | $3,805+64.7% |
| Admin fee / account holder | $42 | $166-74.5% | $12,427-99.7% | $158-73.3% |