Filed October 19, 2004 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $254,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,435 | $63,770+40.2% | $71,209+25.6% | $102,872-13.1% |
| Participation rate | 97.7% | 61.0%+36.7pp | 73.8%+24.0pp | 73.0%+24.7pp |
| Annual return | 16.86% | 16.01%+0.9pp | 282.51%-265.7pp | 19.06%-2.2pp |
| Employer contribution / active EE | $9,276 | $2,367+291.9% | $2,721+240.9% | $3,526+163.0% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $38 | $220-82.9% | $5,349-99.3% | $292-87.2% |