Filed March 20, 2006
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 | -$264,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $519,000 | $106,028+389.5% | $146,958+253.2% | $77,643+568.4% |
| Participation rate | 91.7% | 78.4%+13.4pp | 82.2%+9.6pp | 70.6%+21.2pp |
| Annual return | 19.44% | 56.73%-37.3pp | 418.34%-398.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $11,370 | $4,063+179.8% | $4,933+130.5% | $2,726+317.1% |
| Participant deferral / active EE | $12,015 | $7,990+50.4% | $8,070+48.9% | $4,647+158.5% |
| Admin fee / account holder | -$359 | $337-206.4% | $12,998-102.8% | $430-183.4% |