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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,177 | $61,058+101.7% | $71,209+73.0% | $85,563+44.0% |
| Participation rate | 95.0% | 58.6%+36.4pp | 73.8%+21.2pp | 66.0%+29.0pp |
| Annual return | 19.03% | 100.41%-81.4pp | 282.51%-263.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $4,014 | $2,199+82.6% | $2,721+47.5% | $2,654+51.3% |
| Participant deferral / active EE | $9,453 | $3,173+197.9% | $4,175+126.4% | $4,375+116.0% |
| Admin fee / account holder | $95 | $855-88.9% | $5,349-98.2% | $834-88.6% |