Filed March 24, 2008 (most recent of 5 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 | $114,219 |
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 | $168,089 | $122,693+37.0% | $184,203-8.7% | $199,593-15.8% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.7pp |
| Annual return | 14.28% | 143.91%-129.6pp | 28.81%-14.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $5,989 | $4,584+30.6% | $6,427-6.8% | $3,034+97.4% |
| Participant deferral / active EE | $9,718 | $7,990+21.6% | $9,131+6.4% | $5,087+91.0% |
| Admin fee / account holder | $15 | $121-87.8% | $13,901-99.9% | $269-94.5% |