Filed August 30, 2006
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 | $134,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,552 | $83,158-27.2% | $167,512-63.9% | $102,872-41.1% |
| Participation rate | 30.7% | 70.1%-39.4pp | 77.1%-46.4pp | 73.0%-42.3pp |
| Annual return | 18.25% | 21.37%-3.1pp | 1615.79%-1597.5pp | 19.06%-0.8pp |
| Employer contribution / active EE | $1,004 | $2,233-55.0% | $3,882-74.1% | $3,526-71.5% |
| Participant deferral / active EE | $2,113 | $5,132-58.8% | $6,405-67.0% | $5,535-61.8% |
| Admin fee / account holder | $79 | $109-27.9% | $9,769-99.2% | $292-73.1% |