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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$128,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,768 | $123,077-38.4% | $116,228-34.8% | $102,872-26.3% |
| Participation rate | 96.8% | 87.0%+9.8pp | 74.6%+22.3pp | 73.0%+23.8pp |
| Annual return | 18.35% | 15.84%+2.5pp | 90.06%-71.7pp | 19.06%-0.7pp |
| Employer contribution / active EE | $2,471 | $4,380-43.6% | $2,994-17.5% | $3,526-29.9% |
| Participant deferral / active EE | $5,040 | $6,746-25.3% | $4,953+1.8% | $5,535-8.9% |
| Admin fee / account holder | -$47 | $115-140.4% | $11,989-100.4% | $292-116.0% |