Filed April 30, 2009
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$501,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,563 | $171,977+71.3% | $200,582+46.9% | $140,769+109.3% |
| Participation rate | 99.2% | 93.2%+6.0pp | 86.9%+12.3pp | 74.2%+25.1pp |
| Annual return | 17.82% | 19.20%-1.4pp | 42.33%-24.5pp | 16.82%+1.0pp |
| Employer contribution / active EE | $16,452 | $6,031+172.8% | $6,419+156.3% | $3,906+321.2% |
| Participant deferral / active EE | $14,812 | $9,366+58.1% | $9,331+58.7% | $6,717+120.5% |
| Admin fee / account holder | -$19 | $68-127.3% | $16,305-100.1% | $229-108.1% |