Filed February 21, 2006
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 | -$404,947 |
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 | $282,765 | $112,623+151.1% | $106,213+166.2% | $199,593+41.7% |
| Participation rate | 95.9% | 86.2%+9.6pp | 75.3%+20.6pp | 72.0%+23.9pp |
| Annual return | 18.38% | 15.57%+2.8pp | 116.14%-97.8pp | 34.25%-15.9pp |
| Employer contribution / active EE | $10,760 | $4,575+135.2% | $3,171+239.3% | $3,034+254.6% |
| Participant deferral / active EE | $16,477 | $6,659+147.4% | $5,016+228.5% | $5,087+223.9% |
| Admin fee / account holder | -$53 | $107-149.5% | $11,033-100.5% | $269-119.7% |