Filed June 11, 2008 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,252 | $66,457+25.3% | $81,438+2.2% | $77,671+7.2% |
| Participation rate | 89.0% | 68.7%+20.2pp | 69.5%+19.4pp | 70.6%+18.4pp |
| Annual return | 12.64% | 15.93%-3.3pp | 24.74%-12.1pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,964 | $2,159-9.0% | $2,460-20.2% | $2,726-28.0% |
| Participant deferral / active EE | $5,763 | $3,679+56.6% | $3,883+48.4% | $4,648+24.0% |
| Admin fee / account holder | $108 | $583-81.4% | $5,764-98.1% | $430-74.9% |