Filed November 9, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $687,356 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $671,342 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $92,700 |
CARLSMITH BALL LLP10+ years Service code 16 · EIN 99-0035220 | Consulting | $27,612 |
KKDLY LLC8 years Service code 16 · EIN 99-0292355 | Consulting | $17,277 |
Form 5500 reported that benefits due were not provided when due.
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 | $166,583 | $67,679+146.1% | $155,509+7.1% | $99,062+68.2% |
| Participation rate | 98.0% | 67.2%+30.8pp | 78.2%+19.9pp | 71.6%+26.4pp |
| Annual return | 18.21% | 16.16%+2.0pp | 64.67%-46.5pp | 17.66%+0.6pp |
| Employer contribution / active EE | $5,429 | $2,268+139.3% | $4,672+16.2% | $3,262+66.4% |
| Participant deferral / active EE | $9,437 | $3,828+146.5% | $5,626+67.7% | $5,331+77.0% |
| Admin fee / account holder | $127 | $94+35.5% | $15,912-99.2% | $109+16.5% |