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.
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 |
|---|---|---|
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,846 | $87,870+66.0% | $113,168+28.9% | $74,304+96.3% |
| Participation rate | 94.5% | 70.7%+23.7pp | 76.6%+17.9pp | 60.3%+34.1pp |
| Annual return | 14.36% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,066 | $2,277-9.3% | $2,975-30.6% | $2,241-7.8% |
| Participant deferral / active EE | $7,395 | $4,241+74.4% | $5,107+44.8% | $3,767+96.3% |
| Admin fee / account holder | $405 | $3,368-88.0% | $12,068-96.6% | $2,969-86.3% |