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 INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $293,112 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $5,538 |
Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,061 | $113,293+59.8% | $67,502+168.2% | $199,593-9.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 14.24% | 15.88%-1.6pp | 3512.12%-3497.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,923 | $3,401+44.8% | $2,731+80.3% | $3,034+62.2% |
| Participant deferral / active EE | $6,495 | $4,159+56.2% | $4,000+62.4% | $5,087+27.7% |
| Admin fee / account holder | $41 | $103-60.1% | $3,998-99.0% | $269-84.8% |