Filed November 22, 2008
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 | $23,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $541,881 | $101,317+434.8% | $146,958+268.7% | $74,495+627.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.20% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $23,081 | $3,810+505.8% | $4,933+367.9% | $2,623+779.9% |
| Participant deferral / active EE | $11,597 | $7,303+58.8% | $8,070+43.7% | $4,346+166.8% |
| Admin fee / account holder | $123 | $1,739-92.9% | $12,998-99.1% | $1,942-93.7% |