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 | $355,386 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $11,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,957 | $98,780+34.6% | $60,874+118.4% | $77,904+70.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -14.95% | -11.56%-3.4pp | 16.90%-31.8pp | 12.21%-27.2pp |
| Employer contribution / active EE | $4,674 | $3,605+29.7% | $2,701+73.0% | $2,848+64.1% |
| Participant deferral / active EE | $5,993 | $4,200+42.7% | $3,817+57.0% | $4,806+24.7% |
| Admin fee / account holder | $46 | $89-47.6% | $3,224-98.6% | $133-65.0% |