Filed January 4, 2007
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,491 |
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 | $297,182 | $104,919+183.3% | $116,228+155.7% | $85,563+247.3% |
| Participation rate | 96.9% | 78.6%+18.3pp | 74.6%+22.4pp | 66.0%+31.0pp |
| Annual return | 16.14% | 15.38%+0.8pp | 90.06%-73.9pp | 31.51%-15.4pp |
| Employer contribution / active EE | $9,883 | $3,485+183.5% | $2,994+230.0% | $2,654+272.4% |
| Participant deferral / active EE | $14,373 | $5,306+170.9% | $4,953+190.2% | $4,375+228.5% |
| Admin fee / account holder | $96 | $429-77.6% | $11,989-99.2% | $834-88.5% |