Filed April 6, 2007
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 | $84,083 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $69,926 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,912 | $61,058+89.8% | $71,209+62.8% | $85,563+35.5% |
| Participation rate | 95.1% | 58.6%+36.6pp | 73.8%+21.4pp | 66.0%+29.2pp |
| Annual return | 16.76% | 100.41%-83.6pp | 282.51%-265.7pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,184 | $2,199+44.8% | $2,721+17.0% | $2,654+20.0% |
| Participant deferral / active EE | $6,677 | $3,173+110.4% | $4,175+59.9% | $4,375+52.6% |
| Admin fee / account holder | $157 | $855-81.6% | $5,349-97.1% | $834-81.1% |