Filed June 8, 2009 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $86,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,908 | $112,623+88.2% | $106,213+99.5% | $199,593+6.2% |
| Participation rate | 96.3% | 86.2%+10.0pp | 75.3%+21.0pp | 72.0%+24.3pp |
| Annual return | 19.27% | 15.57%+3.7pp | 116.14%-96.9pp | 34.25%-15.0pp |
| Employer contribution / active EE | $6,674 | $4,575+45.9% | $3,171+110.5% | $3,034+120.0% |
| Participant deferral / active EE | $8,641 | $6,659+29.8% | $5,016+72.3% | $5,087+69.9% |
| Admin fee / account holder | $25 | $107-76.4% | $11,033-99.8% | $269-90.6% |