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 | $92,055+28.4% | $106,213+11.3% | $77,643+52.2% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+21.0pp | 70.6%+25.7pp |
| Annual return | 14.07% | 17.91%-3.8pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $4,222 | $3,367+25.4% | $3,171+33.1% | $2,726+54.9% |
| Participant deferral / active EE | $10,365 | $5,386+92.5% | $5,016+106.6% | $4,647+123.0% |
| Admin fee / account holder | $66 | $219-69.8% | $11,033-99.4% | $430-84.6% |