Filed July 16, 2006 (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 60 · EIN 04-2647786 | Sub-TA Fees | $10,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,390 | $122,186-87.4% | $146,958-89.5% | $199,593-92.3% |
| Participation rate | 92.4% | 78.3%+14.1pp | 82.2%+10.2pp | 72.0%+20.4pp |
| Annual return | 14.28% | 30.56%-16.3pp | 418.34%-404.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,865 | $4,093-54.4% | $4,933-62.2% | $3,034-38.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $6 | $179-96.8% | $12,998-100.0% | $269-97.9% |