Filed October 11, 2006 (most recent of 2 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,062 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,668 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,846 | $85,515+70.5% | $112,040+30.2% | $67,986+114.5% |
| Participation rate | 94.5% | 68.2%+26.3pp | 76.5%+18.0pp | 57.2%+37.3pp |
| Annual return | 14.36% | 29.68%-15.3pp | 24.52%-10.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,066 | $2,191-5.7% | $2,954-30.1% | $2,019+2.3% |
| Participant deferral / active EE | $7,395 | $4,014+84.2% | $5,098+45.1% | $3,358+120.2% |
| Admin fee / account holder | $405 | $3,774-89.3% | $12,098-96.6% | $3,203-87.3% |