Filed December 10, 2005
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,533,322 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $995,530 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $202,037 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $63,210 |
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 | $169,743 | $178,759-5.0% | $102,423+65.7% | $106,382+59.6% |
| Participation rate | 97.1% | 91.3%+5.8pp | 76.5%+20.6pp | 69.9%+27.2pp |
| Annual return | 13.31% | 17.23%-3.9pp | 29.32%-16.0pp | 17.37%-4.1pp |
| Employer contribution / active EE | $7,949 | $5,750+38.2% | $3,023+162.9% | $3,364+136.3% |
| Participant deferral / active EE | $8,586 | $9,466-9.3% | $5,053+69.9% | $5,569+54.2% |
| Admin fee / account holder | $75 | $62+20.8% | $9,451-99.2% | $79-5.3% |