Filed November 9, 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 | $2,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,007 | $84,556+185.0% | $116,228+107.4% | $74,304+224.4% |
| Participation rate | 97.5% | 66.0%+31.5pp | 74.6%+23.0pp | 60.3%+37.2pp |
| Annual return | 19.03% | 18.35%+0.7pp | 90.06%-71.0pp | 29.43%-10.4pp |
| Employer contribution / active EE | $6,924 | $2,168+219.4% | $2,994+131.2% | $2,241+208.9% |
| Participant deferral / active EE | $11,822 | $3,814+209.9% | $4,953+138.7% | $3,767+213.8% |
| Admin fee / account holder | $10 | $3,792-99.7% | $11,989-99.9% | $2,969-99.7% |