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) | $98,154 |
Filed as: FIDELITY INVESTMENTS INSTITUTIIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,107 | $58,879+138.0% | $178,490-21.5% | $73,488+90.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.08% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $21,059 | $2,236+841.8% | $5,011+320.3% | $2,270+827.7% |
| Participant deferral / active EE | $6,517 | $2,567+153.8% | $5,202+25.3% | $3,740+74.3% |
| Admin fee / account holder | $563 | $400+40.7% | $13,984-96.0% | $513+9.8% |