Filed March 8, 2006 (most recent of 2 filings on file)
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 | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,946 | $67,984+45.5% | $65,493+51.1% | $74,304+33.2% |
| Participation rate | 99.3% | 66.3%+33.0pp | 73.1%+26.2pp | 60.3%+39.0pp |
| Annual return | 18.02% | 19.87%-1.8pp | 982.45%-964.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $4,507 | $2,491+80.9% | $2,574+75.1% | $2,241+101.1% |
| Participant deferral / active EE | $4,707 | $3,346+40.7% | $3,961+18.8% | $3,767+25.0% |
| Admin fee / account holder | $3 | $1,373-99.8% | $5,028-99.9% | $2,969-99.9% |