Filed July 30, 2006 (most recent of 2 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 | -$27,179 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,396 | $110,299+117.9% | $102,423+134.7% | $199,593+20.4% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 13.95% | 35.73%-21.8pp | 29.32%-15.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $6,551 | $3,603+81.8% | $3,023+116.7% | $3,034+115.9% |
| Participant deferral / active EE | $11,591 | $6,376+81.8% | $5,053+129.4% | $5,087+127.9% |
| Admin fee / account holder | -$14 | $122-111.8% | $9,451-100.2% | $269-105.4% |