Filed January 6, 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 INSTITUTIONAL10+ years Filed as: FIDELITY INVST INSTL OPS Service code 11 · EIN 04-2647786 | Actuarial | $277,333 |
MATRIX TRUST COMPANY10+ years Service code 15 · EIN 22-2640844 | Recordkeeping | $33,248 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $2,823 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $628,955-100.0% | $628,955-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 44.0%-44.0pp |
| Annual return | 0.44% | 8.13%-7.7pp | 8.15%-7.7pp | 13.05%-12.6pp |
| Employer contribution / active EE | $0 | $43,711-100.0% | $42,534-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |