Filed March 1, 2005
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $58,963 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 10 111 S. WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Accounting | $5,487 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,433 | $72,254-63.4% | $86,677-69.5% | $64,808-59.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.7pp | 71.5%+21.9pp |
| Annual return | -15.39% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,435 | $2,393+43.5% | $2,836+21.1% | $2,506+37.1% |
| Participant deferral / active EE | $2,630 | $4,658-43.5% | $4,656-43.5% | $4,310-39.0% |
| Admin fee / account holder | $79 | $174-54.5% | $7,493-98.9% | $188-57.9% |