Filed October 18, 2004
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 | $6,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,333 | $89,588+163.8% | $136,007+73.8% | $77,643+204.4% |
| Participation rate | 94.3% | 74.3%+20.0pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 17.22% | 17.42%-0.2pp | 579.32%-562.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $4,995 | $3,491+43.1% | $4,217+18.5% | $2,726+83.3% |
| Participant deferral / active EE | $12,052 | $5,591+115.5% | $7,025+71.6% | $4,647+159.3% |
| Admin fee / account holder | $6 | $539-98.9% | $6,858-99.9% | $430-98.6% |