Filed February 6, 2007
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 | $4,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,389 | $82,917+30.7% | $103,333+4.9% | $77,643+39.6% |
| Participation rate | 96.3% | 71.6%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 13.86% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,314 | $3,552-34.8% | $3,868-40.2% | $2,726-15.1% |
| Participant deferral / active EE | $8,329 | $4,108+102.7% | $5,057+64.7% | $4,647+79.2% |
| Admin fee / account holder | $11 | $638-98.3% | $8,355-99.9% | $430-97.5% |