Filed June 6, 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 |
|---|---|---|
Service code 27 · EIN 46-3259931 | Advisory (Plan) | $82,869 |
Filed as: FIDELITY INVESTMENTS INSTITUTIIONAL Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,432 |
Service code 26 · EIN 90-0797378 | Advisory (Participants) | $19,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,936 | $47,977+150.0% | $154,107-22.2% | $56,287+113.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 32.87% | 3.54%+29.3pp | 735.12%-702.2pp | -9.96%+42.8pp |
| Employer contribution / active EE | $13,098 | $2,169+504.0% | $5,298+147.2% | $2,111+520.5% |
| Participant deferral / active EE | $5,859 | $2,392+145.0% | $5,081+15.3% | $3,350+74.9% |
| Admin fee / account holder | $716 | $438+63.4% | $13,411-94.7% | $521+37.4% |