Filed January 17, 2005 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,339 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,431 | $119,446+24.3% | $150,045-1.1% | $85,563+73.5% |
| Participation rate | 87.1% | 75.4%+11.7pp | 82.3%+4.8pp | 66.0%+21.2pp |
| Annual return | 24.69% | 23.72%+1.0pp | 62.55%-37.9pp | 31.51%-6.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,756 | $7,985+47.2% | $7,997+47.0% | $4,375+168.7% |
| Admin fee / account holder | $10 | $548-98.1% | $13,435-99.9% | $834-98.8% |