Filed January 30, 2006 (most recent of 6 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 INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $306,068 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,467 | $86,936+31.7% | $103,333+10.8% | $99,062+15.6% |
| Participation rate | 95.5% | 81.7%+13.8pp | 74.5%+21.0pp | 71.6%+23.9pp |
| Annual return | 15.87% | 14.99%+0.9pp | 24.88%-9.0pp | 17.66%-1.8pp |
| Employer contribution / active EE | $4,490 | $3,925+14.4% | $3,868+16.1% | $3,262+37.6% |
| Participant deferral / active EE | $9,748 | $3,825+154.9% | $5,057+92.7% | $5,331+82.8% |
| Admin fee / account holder | $51 | $140-63.6% | $8,355-99.4% | $109-53.2% |