Filed December 6, 2005
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELTIY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,350 | $38,833+52.8% | $78,778-24.7% | $77,958-23.9% |
| Participation rate | 85.8% | 60.9%+24.8pp | 69.2%+16.6pp | 71.6%+14.1pp |
| Annual return | 30.85% | 20.31%+10.5pp | 35.62%-4.8pp | 20.87%+10.0pp |
| Employer contribution / active EE | $1,210 | $840+44.1% | $1,986-39.1% | $2,310-47.6% |
| Participant deferral / active EE | $3,931 | $1,776+121.4% | $2,958+32.9% | $3,537+11.2% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |