Filed January 19, 2009
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 | $3,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,869 | $86,929+123.0% | $102,423+89.3% | $80,856+139.8% |
| Participation rate | 99.0% | 72.4%+26.6pp | 76.5%+22.5pp | 67.6%+31.3pp |
| Annual return | 17.06% | 18.88%-1.8pp | 29.32%-12.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $4,058 | $2,369+71.3% | $3,023+34.2% | $2,755+47.3% |
| Participant deferral / active EE | $9,824 | $4,118+138.5% | $5,053+94.4% | $4,296+128.7% |
| Admin fee / account holder | $30 | $8,049-99.6% | $9,451-99.7% | $6,918-99.6% |