Filed October 18, 2004
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 64 · EIN 04-2647786 | Recordkeeping Fees | -$101,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,576 | $112,623-45.3% | $106,213-42.0% | $199,593-69.1% |
| Participation rate | 97.5% | 86.2%+11.2pp | 75.3%+22.2pp | 72.0%+25.5pp |
| Annual return | 20.09% | 15.57%+4.5pp | 116.14%-96.0pp | 34.25%-14.2pp |
| Employer contribution / active EE | $2,333 | $4,575-49.0% | $3,171-26.4% | $3,034-23.1% |
| Participant deferral / active EE | $4,622 | $6,659-30.6% | $5,016-7.9% | $5,087-9.1% |
| Admin fee / account holder | -$35 | $107-133.2% | $11,033-100.3% | $269-113.2% |