Filed October 18, 2004
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 60 · EIN 04-2647786 | Sub-TA Fees | -$17,411 |
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 | $306,506 | $58,926+420.2% | $97,226+215.3% | $74,495+311.4% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.2%+24.8pp |
| Annual return | 29.12% | 16.04%+13.1pp | 75.13%-46.0pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $8,837 | $1,894+366.5% | $2,729+223.8% | $2,623+236.9% |
| Participant deferral / active EE | $5,932 | $3,664+61.9% | $4,264+39.1% | $4,346+36.5% |
| Admin fee / account holder | -$140 | $1,974-107.1% | $5,654-102.5% | $1,942-107.2% |