Filed March 22, 2007 (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 | $4,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,149 | $88,890+110.5% | $102,423+82.7% | $77,643+141.0% |
| Participation rate | 98.6% | 80.9%+17.6pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 13.23% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $7,741 | $2,698+187.0% | $3,023+156.0% | $2,726+184.0% |
| Participant deferral / active EE | $12,178 | $5,145+136.7% | $5,053+141.0% | $4,647+162.0% |
| Admin fee / account holder | $10 | $235-95.7% | $9,451-99.9% | $430-97.6% |