Filed August 5, 2006
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 49 · EIN 04-1590850 | Other Services | $95,927 |
FIDUCIARYFIRST LLC1 year Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $19,723 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $7,500 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,647 | $39,898-78.3% | $121,196-92.9% | $55,725-84.5% |
| Participation rate | 79.7% | 61.2%+18.5pp | 71.7%+7.9pp | 70.9%+8.8pp |
| Annual return | -2.56% | -0.96%-1.6pp | 16.93%-19.5pp | 244.93%-247.5pp |
| Employer contribution / active EE | $329 | $1,295-74.6% | $4,022-91.8% | $2,078-84.2% |
| Participant deferral / active EE | $1,045 | $2,439-57.1% | $3,344-68.8% | $3,356-68.9% |
| Admin fee / account holder | $163 | $95+71.8% | $5,019-96.7% | $115+41.8% |