Filed September 4, 2008 (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 | $8,445 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,755 | $86,929-43.9% | $102,423-52.4% | $80,856-39.7% |
| Participation rate | 91.6% | 72.4%+19.2pp | 76.5%+15.1pp | 67.6%+23.9pp |
| Annual return | 38.75% | 18.88%+19.9pp | 29.32%+9.4pp | 35.59%+3.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,682 | $4,118-10.6% | $5,053-27.1% | $4,296-14.3% |
| Admin fee / account holder | $73 | $8,049-99.1% | $9,451-99.2% | $6,918-98.9% |