Filed July 14, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $37,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,889 | $129,021+58.0% | $184,203+10.7% | $77,643+162.6% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.8%+3.7pp | 70.6%+19.9pp |
| Annual return | 19.36% | 33.27%-13.9pp | 28.81%-9.5pp | 31.24%-11.9pp |
| Employer contribution / active EE | $3,846 | $4,413-12.8% | $6,427-40.2% | $2,726+41.1% |
| Participant deferral / active EE | $8,310 | $7,297+13.9% | $9,131-9.0% | $4,647+78.8% |
| Admin fee / account holder | $112 | $254-55.8% | $13,901-99.2% | $430-73.9% |