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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,771 |
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 | $54,772 | $87,870-37.7% | $113,168-51.6% | $74,304-26.3% |
| Participation rate | 87.3% | 70.7%+16.5pp | 76.6%+10.7pp | 60.3%+26.9pp |
| Annual return | 17.65% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,734 | $4,241-12.0% | $5,107-26.9% | $3,767-0.9% |
| Admin fee / account holder | $94 | $3,368-97.2% | $12,068-99.2% | $2,969-96.8% |