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 |
Annual investment return 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 | $46,887 | $32,284+45.2% | $74,550-37.1% | $68,904-32.0% |
| Participation rate | 88.1% | 58.1%+30.1pp | 69.1%+19.0pp | 74.1%+14.0pp |
| Annual return | -6.55% | -4.24%-2.3pp | 32.53%-39.1pp | 1.07%-7.6pp |
| Employer contribution / active EE | $1,210 | $782+54.8% | $1,961-38.3% | $2,540-52.4% |
| Participant deferral / active EE | $4,893 | $1,518+222.4% | $3,108+57.4% | $4,015+21.9% |
| Admin fee / account holder | $0 | $72-100.0% | $5,060-100.0% | $71-100.0% |