Filed June 21, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,852 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,276 | $55,331-67.0% | $81,812-77.7% | $199,593-90.8% |
| Participation rate | 93.6% | 62.5%+31.1pp | 72.3%+21.3pp | 72.0%+21.7pp |
| Annual return | 17.41% | 19.59%-2.2pp | 773.79%-756.4pp | 34.25%-16.8pp |
| Employer contribution / active EE | $1,622 | $2,101-22.8% | $2,912-44.3% | $3,034-46.5% |
| Participant deferral / active EE | $2,298 | $3,283-30.0% | $4,319-46.8% | $5,087-54.8% |
| Admin fee / account holder | $62 | $346-82.0% | $7,386-99.2% | $269-76.8% |