Filed June 8, 2009 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,634 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,859 | $78,485+169.9% | $106,213+99.5% | $74,495+184.4% |
| Participation rate | 94.0% | 72.8%+21.2pp | 75.3%+18.7pp | 67.2%+26.8pp |
| Annual return | 19.72% | 15.95%+3.8pp | 116.14%-96.4pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,771 | $4,322+126.0% | $5,016+94.8% | $4,346+124.8% |
| Admin fee / account holder | $42 | $2,232-98.1% | $11,033-99.6% | $1,942-97.8% |