Filed May 24, 2005 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $218,152 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGY Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,000 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INST OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,900 | $53,136+35.3% | $155,509-53.8% | $199,593-64.0% |
| Participation rate | 92.9% | 64.1%+28.8pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 13.67% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,648 | $1,851+43.1% | $4,672-43.3% | $3,034-12.7% |
| Participant deferral / active EE | $4,737 | $3,161+49.9% | $5,626-15.8% | $5,087-6.9% |
| Admin fee / account holder | $76 | $185-59.2% | $15,912-99.5% | $269-71.9% |