Filed June 22, 2010 (most recent of 2 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $250,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,477 | $123,077+2.8% | $116,228+8.8% | $102,872+22.9% |
| Participation rate | 86.0% | 87.0%-1.0pp | 74.6%+11.5pp | 73.0%+13.0pp |
| Annual return | 16.09% | 15.84%+0.2pp | 90.06%-74.0pp | 19.06%-3.0pp |
| Employer contribution / active EE | $5,646 | $4,380+28.9% | $2,994+88.6% | $3,526+60.1% |
| Participant deferral / active EE | $6,215 | $6,746-7.9% | $4,953+25.5% | $5,535+12.3% |
| Admin fee / account holder | $40 | $115-65.3% | $11,989-99.7% | $292-86.3% |