Filed February 28, 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 | $37,141 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,802 | $88,890-42.8% | $102,423-50.4% | $77,643-34.6% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.5pp |
| Annual return | 20.27% | 24.98%-4.7pp | 29.32%-9.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $547 | $2,698-79.7% | $3,023-81.9% | $2,726-79.9% |
| Participant deferral / active EE | $5,417 | $5,145+5.3% | $5,053+7.2% | $4,647+16.6% |
| Admin fee / account holder | $171 | $235-27.3% | $9,451-98.2% | $430-60.2% |