Filed March 24, 2008
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 INVEST INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $305,508 |
MERCER5 years Filed as: MERCER, INC. Service code 16 · EIN 13-2834414 | Consulting | $27,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,037 | $67,679+37.5% | $155,509-40.2% | $99,062-6.1% |
| Participation rate | 79.0% | 67.2%+11.8pp | 78.2%+0.8pp | 71.6%+7.4pp |
| Annual return | 15.42% | 16.16%-0.7pp | 64.67%-49.3pp | 17.66%-2.2pp |
| Employer contribution / active EE | $6,225 | $2,268+174.4% | $4,672+33.2% | $3,262+90.8% |
| Participant deferral / active EE | $3,432 | $3,828-10.3% | $5,626-39.0% | $5,331-35.6% |
| Admin fee / account holder | $52 | $94-45.0% | $15,912-99.7% | $109-52.7% |