Filed September 6, 2008
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 | $8,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,257 | $65,908+111.3% | $81,812+70.2% | $77,643+79.4% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.4pp | 70.6%+28.2pp |
| Annual return | 19.68% | 26.64%-7.0pp | 773.79%-754.1pp | 31.24%-11.6pp |
| Employer contribution / active EE | $8,543 | $2,370+260.4% | $2,912+193.3% | $2,726+213.4% |
| Participant deferral / active EE | $9,635 | $3,505+174.9% | $4,319+123.1% | $4,647+107.3% |
| Admin fee / account holder | $11 | $526-97.8% | $7,386-99.8% | $430-97.3% |