Filed November 1, 2007 (most recent of 3 filings on file)
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 | $5,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,287 | $129,021-16.8% | $184,203-41.8% | $77,643+38.2% |
| Participation rate | 98.8% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 15.25% | 33.27%-18.0pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,402 | $4,413-22.9% | $6,427-47.1% | $2,726+24.8% |
| Participant deferral / active EE | $6,105 | $7,297-16.3% | $9,131-33.1% | $4,647+31.4% |
| Admin fee / account holder | $13 | $254-94.9% | $13,901-99.9% | $430-97.0% |