Filed April 4, 2011
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 | $69,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,723 | $65,908+69.5% | $81,812+36.6% | $77,643+43.9% |
| Participation rate | 97.6% | 65.8%+31.8pp | 72.3%+25.2pp | 70.6%+27.0pp |
| Annual return | 15.42% | 26.64%-11.2pp | 773.79%-758.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,979 | $2,370+67.9% | $2,912+36.6% | $2,726+46.0% |
| Participant deferral / active EE | $9,391 | $3,505+167.9% | $4,319+117.5% | $4,647+102.1% |
| Admin fee / account holder | $91 | $526-82.8% | $7,386-98.8% | $430-79.0% |