Filed February 1, 2006 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,452 | $144,511+32.5% | $67,511+183.6% | - |
| Participation rate | 57.6% | 69.6%-12.0pp | 72.9%-15.3pp | - |
| Annual return | 16.67% | 20.96%-4.3pp | 3517.41%-3500.7pp | - |
| Employer contribution / active EE | $5,543 | $2,331+137.8% | $2,733+102.9% | - |
| Participant deferral / active EE | $9,834 | $3,447+185.2% | $4,000+145.8% | - |
| Admin fee / account holder | -$71 | $8,271-100.9% | $3,999-101.8% | - |