Filed September 26, 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 | $4,018 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,020 | $60,323+621.1% | $81,812+431.7% | $74,495+484.0% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.2pp |
| Annual return | 18.46% | 16.90%+1.6pp | 773.79%-755.3pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $14,886 | $2,620+468.1% | $2,912+411.1% | $2,623+467.5% |
| Participant deferral / active EE | $13,547 | $3,387+299.9% | $4,319+213.7% | $4,346+211.7% |
| Admin fee / account holder | $3 | $1,486-99.8% | $7,386-100.0% | $1,942-99.8% |