Filed June 14, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,514 | $75,284-66.1% | $91,001-72.0% | $69,631-63.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 75.6%+16.1pp | 70.7%+21.0pp |
| Annual return | 14.19% | 48.40%-34.2pp | 4.60%+9.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $761 | $2,473-69.2% | $2,456-69.0% | $2,032-62.5% |
| Participant deferral / active EE | $1,192 | $3,700-67.8% | $3,547-66.4% | $3,224-63.0% |
| Admin fee / account holder | $23 | $111-79.0% | $5,417-99.6% | $110-78.9% |