Filed January 19, 2006
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 | $1,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,993 | $89,465+8.4% | $164,866-41.2% | $77,671+24.9% |
| Participation rate | 93.6% | 78.6%+15.0pp | 78.6%+15.0pp | 70.6%+23.1pp |
| Annual return | 13.37% | 28.81%-15.4pp | 69.97%-56.6pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,988 | $2,568-22.6% | $4,343-54.2% | $2,726-27.1% |
| Participant deferral / active EE | $5,484 | $4,897+12.0% | $6,033-9.1% | $4,648+18.0% |
| Admin fee / account holder | $5 | $340-98.6% | $12,689-100.0% | $430-98.9% |