Filed February 15, 2005 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | -$8,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,126 | $58,778+148.6% | $129,207+13.1% | $77,643+88.2% |
| Participation rate | 86.5% | 59.2%+27.2pp | 69.6%+16.8pp | 70.6%+15.9pp |
| Annual return | 15.30% | 24.73%-9.4pp | 9417.33%-9402.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,504 | $1,952+79.5% | $4,153-15.6% | $2,726+28.5% |
| Participant deferral / active EE | $7,977 | $3,212+148.3% | $4,168+91.4% | $4,647+71.6% |
| Admin fee / account holder | -$7 | $589-101.2% | $7,715-100.1% | $430-101.6% |