Filed April 8, 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 | -$41,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,222 | $66,457+49.3% | $81,382+21.9% | $77,643+27.8% |
| Participation rate | 92.9% | 68.7%+24.2pp | 69.5%+23.5pp | 70.6%+22.4pp |
| Annual return | 13.77% | 15.93%-2.2pp | 24.73%-11.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,268 | $2,159+51.3% | $2,463+32.7% | $2,726+19.9% |
| Participant deferral / active EE | $7,116 | $3,679+93.4% | $3,883+83.3% | $4,647+53.1% |
| Admin fee / account holder | -$58 | $583-109.9% | $5,768-101.0% | $430-113.5% |