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 INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $1,282,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,858 | $140,910-41.2% | $75,972+9.1% | $106,382-22.1% |
| Participation rate | 47.4% | 64.1%-16.8pp | 69.1%-21.7pp | 69.9%-22.5pp |
| Annual return | 25.04% | 16.51%+8.5pp | 359.55%-334.5pp | 17.37%+7.7pp |
| Employer contribution / active EE | $974 | $5,354-81.8% | $2,685-63.7% | $3,364-71.0% |
| Participant deferral / active EE | $2,289 | $5,004-54.3% | $4,255-46.2% | $5,569-58.9% |
| Admin fee / account holder | $61 | $117-47.8% | $6,467-99.1% | $79-22.7% |