Filed February 12, 2009 (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 | $247,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,846 | $81,357-11.7% | $75,972-5.4% | $199,593-64.0% |
| Participation rate | 75.1% | 69.9%+5.2pp | 69.1%+6.1pp | 72.0%+3.1pp |
| Annual return | 14.48% | 16.32%-1.8pp | 359.55%-345.1pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,887 | $3,341-43.5% | $2,685-29.7% | $3,034-37.8% |
| Participant deferral / active EE | $3,909 | $4,710-17.0% | $4,255-8.1% | $5,087-23.2% |
| Admin fee / account holder | $67 | $144-53.5% | $6,467-99.0% | $269-75.0% |