Filed March 24, 2006 (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 Filed as: FIDELITY INVESTMENTS INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $283,561 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $160,207 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $19,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,280 | $115,744+17.7% | $100,391+35.7% | $199,593-31.7% |
| Participation rate | 94.5% | 85.7%+8.8pp | 81.5%+13.0pp | 72.0%+22.5pp |
| Annual return | 16.15% | 17.79%-1.6pp | 49.20%-33.1pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,901 | $3,657-20.7% | $3,942-26.4% | $3,034-4.4% |
| Participant deferral / active EE | $9,665 | $9,844-1.8% | $8,082+19.6% | $5,087+90.0% |
| Admin fee / account holder | $99 | $93+6.4% | $7,899-98.7% | $269-63.2% |