Filed June 8, 2009
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 | $42,878 |
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 | $157,594 | $89,436+76.2% | $164,813-4.4% | $77,643+103.0% |
| Participation rate | 96.8% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.3pp |
| Annual return | 20.19% | 28.83%-8.6pp | 69.93%-49.7pp | 31.24%-11.0pp |
| Employer contribution / active EE | $8,517 | $2,569+231.6% | $4,341+96.2% | $2,726+212.5% |
| Participant deferral / active EE | $13,341 | $4,897+172.4% | $6,031+121.2% | $4,647+187.1% |
| Admin fee / account holder | $29 | $339-91.4% | $12,690-99.8% | $430-93.3% |