Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSITIUTIONAL Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $1,057,630 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,453 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,844 | $169,122-42.1% | $77,999+25.4% | $329,111-70.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 75.5%+19.7pp | 67.9%+27.4pp |
| Annual return | 5.89% | 11.00%-5.1pp | 425.96%-420.1pp | 16.35%-10.5pp |
| Employer contribution / active EE | $2,232 | $5,827-61.7% | $2,470-9.6% | $2,303-3.1% |
| Participant deferral / active EE | $3,519 | $8,046-56.3% | $3,497+0.6% | $3,682-4.4% |
| Admin fee / account holder | $25 | $83-70.1% | $5,480-99.5% | $754-96.7% |