Filed March 29, 2006
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 | $40,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,417 | $54,517+67.7% | $75,972+20.3% | $74,495+22.7% |
| Participation rate | 89.1% | 60.3%+28.8pp | 69.1%+20.1pp | 67.2%+21.9pp |
| Annual return | 10.73% | 31.82%-21.1pp | 359.55%-348.8pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,251 | $1,777-29.6% | $2,685-53.4% | $2,623-52.3% |
| Participant deferral / active EE | $5,191 | $3,066+69.3% | $4,255+22.0% | $4,346+19.5% |
| Admin fee / account holder | $223 | $2,229-90.0% | $6,467-96.5% | $1,942-88.5% |