Filed July 19, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,617 | $89,436+91.9% | $164,813+4.1% | $77,643+121.0% |
| Participation rate | 88.1% | 78.6%+9.5pp | 78.6%+9.5pp | 70.6%+17.5pp |
| Annual return | 15.11% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,313 | $2,569-10.0% | $4,341-46.7% | $2,726-15.2% |
| Participant deferral / active EE | $7,795 | $4,897+59.2% | $6,031+29.2% | $4,647+67.7% |
| Admin fee / account holder | $108 | $339-68.2% | $12,690-99.1% | $430-74.9% |