Filed November 29, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $558,593 |
MERCER7+ years Service code 16 · EIN 61-0736136 | Consulting | $113,669 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Direct payment fr... | $5,641 |
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 | $43,748 | $69,238-36.8% | $185,823-76.5% | $101,517-56.9% |
| Participation rate | 71.8% | 73.5%-1.7pp | 81.7%-9.9pp | 74.6%-2.8pp |
| Annual return | 13.15% | 21.26%-8.1pp | 122.05%-108.9pp | 21.00%-7.8pp |
| Employer contribution / active EE | $1,953 | $2,104-7.2% | $5,167-62.2% | $2,973-34.3% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $104 | $66+57.1% | $16,237-99.4% | $139-25.3% |