Filed October 27, 2008 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,108 | $122,239-16.5% | $184,203-44.6% | $74,495+37.1% |
| Participation rate | 89.5% | 85.5%+4.0pp | 86.8%+2.7pp | 67.2%+22.3pp |
| Annual return | 12.79% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,169 | $4,537-52.2% | $6,427-66.3% | $2,623-17.3% |
| Participant deferral / active EE | $5,234 | $7,139-26.7% | $9,131-42.7% | $4,346+20.4% |
| Admin fee / account holder | $27 | $1,260-97.9% | $13,901-99.8% | $1,942-98.6% |