Filed October 18, 2004 (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 | $43,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,480 | $129,021-24.4% | $184,203-47.1% | $77,643+25.5% |
| Participation rate | 91.1% | 87.3%+3.8pp | 86.8%+4.3pp | 70.6%+20.5pp |
| Annual return | 16.40% | 33.27%-16.9pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,310 | $4,413-25.0% | $6,427-48.5% | $2,726+21.4% |
| Participant deferral / active EE | $6,549 | $7,297-10.3% | $9,131-28.3% | $4,647+40.9% |
| Admin fee / account holder | $133 | $254-47.5% | $13,901-99.0% | $430-69.0% |