Filed August 29, 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 | $10,330 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,078 | $88,890-5.4% | $102,423-17.9% | $77,643+8.3% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 17.60% | 24.98%-7.4pp | 29.32%-11.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,401 | $2,698-11.0% | $3,023-20.6% | $2,726-11.9% |
| Participant deferral / active EE | $7,871 | $5,145+53.0% | $5,053+55.8% | $4,647+69.4% |
| Admin fee / account holder | $21 | $235-91.2% | $9,451-99.8% | $430-95.2% |