Filed March 5, 2006
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 | $48,922 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,950 | $106,028+54.6% | $146,958+11.6% | $77,643+111.2% |
| Participation rate | 99.0% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 12.95% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $5,258 | $4,063+29.4% | $4,933+6.6% | $2,726+92.9% |
| Participant deferral / active EE | $11,966 | $7,990+49.8% | $8,070+48.3% | $4,647+157.5% |
| Admin fee / account holder | $89 | $337-73.5% | $12,998-99.3% | $430-79.3% |