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 | $99,628 |
FIDUCIARYFIRST LLC3 years Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $24,772 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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 | $20,179 | $54,121-62.7% | $134,143-85.0% | $73,409-72.5% |
| Participation rate | 81.2% | 64.4%+16.8pp | 72.2%+9.0pp | 72.2%+9.0pp |
| Annual return | 12.46% | -312.52%+325.0pp | 36.33%-23.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $375 | $1,402-73.2% | $3,704-89.9% | $2,234-83.2% |
| Participant deferral / active EE | $1,541 | $2,844-45.8% | $3,499-56.0% | $3,805-59.5% |
| Admin fee / account holder | $255 | $132+93.0% | $6,684-96.2% | $158+61.8% |