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 | $91,655 |
FIDUCIARYFIRST LLC2 years Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $22,564 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $5,521 |
AMERICAN CENTURY3 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 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON3 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).
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 | $12,441 | $47,648-73.9% | $130,648-90.5% | $67,579-81.6% |
| Participation rate | 75.9% | 60.4%+15.5pp | 71.7%+4.1pp | 71.3%+4.6pp |
| Annual return | 21.12% | 25.73%-4.6pp | 1708.96%-1687.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $392 | $1,408-72.2% | $4,092-90.4% | $2,148-81.8% |
| Participant deferral / active EE | $1,186 | $2,616-54.7% | $3,603-67.1% | $3,539-66.5% |
| Admin fee / account holder | $169 | $105+61.2% | $5,464-96.9% | $142+19.0% |