Filed May 5, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,463 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,583 | $78,485+46.0% | $106,213+7.9% | $74,495+53.8% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.7pp | 67.2%+23.8pp |
| Annual return | 16.73% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $786 | $2,523-68.9% | $3,171-75.2% | $2,623-70.0% |
| Participant deferral / active EE | $5,824 | $4,322+34.7% | $5,016+16.1% | $4,346+34.0% |
| Admin fee / account holder | $10 | $2,232-99.5% | $11,033-99.9% | $1,942-99.5% |