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 9-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 | $16,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,606 | $79,171+23.3% | $102,423-4.7% | $74,495+31.0% |
| Participation rate | 88.2% | 74.8%+13.4pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 12.36% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,722 | $2,362+15.2% | $3,023-10.0% | $2,623+3.8% |
| Participant deferral / active EE | $3,649 | $4,415-17.4% | $5,053-27.8% | $4,346-16.0% |
| Admin fee / account holder | $63 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |