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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $329,613 |
TIAA7+ years Filed as: TIAA OF AMERICA Service code 37 · EIN 13-1624203 | Loan Processing | $73,469 |
Annual investment return 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 | $157,558 | $120,057+31.2% | $75,696+108.1% | $93,030+69.4% |
| Participation rate | 77.9% | 77.3%+0.6pp | 74.8%+3.1pp | 73.9%+4.0pp |
| Annual return | 12.63% | 19.62%-7.0pp | 104.53%-91.9pp | 158.70%-146.1pp |
| Employer contribution / active EE | $1,831 | $3,253-43.7% | $2,743-33.2% | $2,706-32.3% |
| Participant deferral / active EE | $4,418 | $4,089+8.0% | $3,821+15.6% | $4,562-3.2% |
| Admin fee / account holder | $51 | $81-37.8% | $3,619-98.6% | $152-66.6% |