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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,809 |
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 | $265,110 | $152,104+74.3% | $184,203+43.9% | $106,382+149.2% |
| Participation rate | 99.3% | 85.9%+13.4pp | 86.8%+12.4pp | 69.9%+29.4pp |
| Annual return | 18.46% | 20.70%-2.2pp | 28.81%-10.4pp | 17.37%+1.1pp |
| Employer contribution / active EE | $15,916 | $5,326+198.8% | $6,427+147.6% | $3,364+373.2% |
| Participant deferral / active EE | $14,359 | $8,559+67.8% | $9,131+57.3% | $5,569+157.9% |
| Admin fee / account holder | $4 | $103-96.2% | $13,901-100.0% | $79-95.1% |