Filed July 22, 2010
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 | $59,968 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,190 | $92,090+28.3% | $106,201+11.3% | $77,671+52.2% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+20.9pp | 70.6%+25.7pp |
| Annual return | 14.07% | 17.89%-3.8pp | 116.26%-102.2pp | 31.21%-17.1pp |
| Employer contribution / active EE | $4,222 | $3,368+25.3% | $3,170+33.2% | $2,726+54.9% |
| Participant deferral / active EE | $10,365 | $5,386+92.4% | $5,012+106.8% | $4,648+123.0% |
| Admin fee / account holder | $66 | $219-69.8% | $11,039-99.4% | $430-84.6% |