Filed January 6, 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 | $86,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,601 | $76,173+105.6% | $81,382+92.4% | $199,593-21.5% |
| Participation rate | 98.4% | 76.3%+22.2pp | 69.5%+28.9pp | 72.0%+26.4pp |
| Annual return | 14.80% | 15.59%-0.8pp | 24.73%-9.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $10,097 | $2,792+261.6% | $2,463+310.0% | $3,034+232.8% |
| Participant deferral / active EE | $8,439 | $4,201+100.9% | $3,883+117.3% | $5,087+65.9% |
| Admin fee / account holder | $25 | $146-82.6% | $5,768-99.6% | $269-90.5% |