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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,126 | $59,097+76.2% | $82,389+26.4% | $74,304+40.1% |
| Participation rate | 89.0% | 52.8%+36.3pp | 69.5%+19.5pp | 60.3%+28.7pp |
| Annual return | 15.57% | 22.85%-7.3pp | 28.67%-13.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,864 | $1,601+16.4% | $2,517-25.9% | $2,241-16.8% |
| Participant deferral / active EE | $5,586 | $2,775+101.3% | $4,155+34.5% | $3,767+48.3% |
| Admin fee / account holder | $194 | $4,489-95.7% | $7,231-97.3% | $2,969-93.5% |