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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $257,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,688 | $55,331+36.8% | $81,812-7.5% | $199,593-62.1% |
| Participation rate | 96.0% | 62.5%+33.5pp | 72.3%+23.7pp | 72.0%+24.0pp |
| Annual return | 13.19% | 19.59%-6.4pp | 773.79%-760.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $8,756 | $2,101+316.8% | $2,912+200.7% | $3,034+188.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $38 | $346-89.0% | $7,386-99.5% | $269-85.9% |