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 | $60,261+621.9% | $81,783+431.9% | $74,546+483.6% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 18.46% | 16.88%+1.6pp | 775.05%-756.6pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $14,886 | $2,622+467.8% | $2,913+411.1% | $2,624+467.2% |
| Participant deferral / active EE | $13,547 | $3,388+299.9% | $4,320+213.6% | $4,347+211.6% |
| Admin fee / account holder | $3 | $1,482-99.8% | $7,380-100.0% | $1,944-99.8% |