Filed March 6, 2008 (most recent of 6 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 | -$82,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,218 | $122,693-15.1% | $184,203-43.4% | $199,593-47.8% |
| Participation rate | 95.6% | 86.8%+8.8pp | 86.8%+8.7pp | 72.0%+23.6pp |
| Annual return | 14.08% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $5,205 | $4,584+13.5% | $6,427-19.0% | $3,034+71.5% |
| Participant deferral / active EE | $6,415 | $7,990-19.7% | $9,131-29.7% | $5,087+26.1% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |