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 | $8,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,346 | $89,588-48.3% | $136,007-65.9% | $77,643-40.3% |
| Participation rate | 61.0% | 74.3%-13.3pp | 76.5%-15.5pp | 70.6%-9.6pp |
| Annual return | 13.39% | 17.42%-4.0pp | 579.32%-565.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $897 | $3,491-74.3% | $4,217-78.7% | $2,726-67.1% |
| Participant deferral / active EE | $2,578 | $5,591-53.9% | $7,025-63.3% | $4,647-44.5% |
| Admin fee / account holder | $16 | $539-97.1% | $6,858-99.8% | $430-96.3% |