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) | $83,704 |
Filed as: FIDELITY INVESTMENTS INSTITUTIIONAL Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,226 | $52,953+151.6% | $172,739-22.9% | $65,185+104.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.92% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,470 | $2,190+58.5% | $5,143-32.5% | $2,177+59.4% |
| Participant deferral / active EE | $5,765 | $2,471+133.3% | $5,198+10.9% | $3,514+64.1% |
| Admin fee / account holder | $586 | $472+24.2% | $13,954-95.8% | $847-30.8% |