Filed November 30, 2005
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 Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $269,596 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $3,827 |
Service code 49 | Other Services | $0 |
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 | $206,440 | $115,444+78.8% | $65,493+215.2% | $102,872+100.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 15.72% | 15.94%-0.2pp | 982.45%-966.7pp | 19.06%-3.3pp |
| Employer contribution / active EE | $5,500 | $3,409+61.3% | $2,574+113.7% | $3,526+56.0% |
| Participant deferral / active EE | $7,202 | $4,118+74.9% | $3,961+81.8% | $5,535+30.1% |
| Admin fee / account holder | $38 | $123-69.3% | $5,028-99.2% | $292-87.1% |