Filed January 31, 2006
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 | $2,525 |
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 | $293,879 | $138,385+112.4% | $184,200+59.5% | $80,874+263.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 13.23% | 20.02%-6.8pp | 28.80%-15.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,665 | $4,849-24.4% | $6,424-42.9% | $2,756+33.0% |
| Participant deferral / active EE | $12,976 | $7,073+83.5% | $9,132+42.1% | $4,297+202.0% |
| Admin fee / account holder | $28 | $10,483-99.7% | $13,907-99.8% | $6,935-99.6% |