Filed November 11, 2005
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 | -$100,705 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,147 | $122,239+70.3% | $184,203+13.0% | $74,495+179.4% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 19.43% | 19.95%-0.5pp | 28.81%-9.4pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $6,396 | $4,537+41.0% | $6,427-0.5% | $2,623+143.9% |
| Participant deferral / active EE | $4,672 | $7,139-34.5% | $9,131-48.8% | $4,346+7.5% |
| Admin fee / account holder | -$409 | $1,260-132.5% | $13,901-102.9% | $1,942-121.1% |