Filed April 16, 2007 (most recent of 4 filings on file)
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 25 · EIN 04-2647786 | Directed Trustee | $1,231,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,197 | $140,769-33.1% | $82,389+14.3% | $140,769-33.1% |
| Participation rate | 47.4% | 74.2%-26.8pp | 69.5%-22.2pp | 74.2%-26.8pp |
| Annual return | 18.98% | 16.82%+2.2pp | 28.67%-9.7pp | 16.82%+2.2pp |
| Employer contribution / active EE | $1,031 | $3,906-73.6% | $2,517-59.0% | $3,906-73.6% |
| Participant deferral / active EE | $2,427 | $6,717-63.9% | $4,155-41.6% | $6,717-63.9% |
| Admin fee / account holder | $45 | $229-80.3% | $7,231-99.4% | $229-80.3% |