Filed April 9, 2008
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 Service code 37 · EIN 04-2647786 | Loan Processing | $5,644 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,163 | $93,351+198.0% | $62,929+342.0% | $79,634+249.3% |
| Participation rate | 99.6% | 74.6%+25.0pp | 73.1%+26.5pp | 62.5%+37.1pp |
| Annual return | 16.09% | 14.37%+1.7pp | 1063.93%-1047.8pp | 36.46%-20.4pp |
| Employer contribution / active EE | $13,801 | $3,135+340.3% | $2,505+451.0% | $2,529+445.7% |
| Participant deferral / active EE | $14,274 | $3,921+264.0% | $3,888+267.1% | $3,835+272.3% |
| Admin fee / account holder | $15 | $229-93.6% | $5,065-99.7% | $1,002-98.5% |