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 | $65,405 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $18,423 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE Service code 10 111 S. WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Accounting | $6,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,029 | $99,078-64.6% | $96,544-63.7% | $74,419-52.9% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 15.33% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $4,089 | $2,570+59.1% | $2,965+37.9% | $2,637+55.0% |
| Participant deferral / active EE | $2,780 | $4,933-43.6% | $4,851-42.7% | $4,528-38.6% |
| Admin fee / account holder | $125 | $225-44.4% | $8,252-98.5% | $348-64.1% |