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.
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 | $25,484 | $65,223-60.9% | $80,019-68.2% | $55,725-54.3% |
| Participation rate | 95.9% | 80.6%+15.3pp | 75.8%+20.0pp | 70.9%+25.0pp |
| Annual return | -4.73% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $960 | $2,544-62.2% | $2,468-61.1% | $2,078-53.8% |
| Participant deferral / active EE | $1,537 | $3,881-60.4% | $3,686-58.3% | $3,356-54.2% |
| Admin fee / account holder | $14 | $114-88.0% | $6,521-99.8% | $115-88.1% |