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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,035 | $74,347-55.6% | $93,606-64.7% | $67,579-51.1% |
| Participation rate | 89.3% | 80.6%+8.7pp | 75.8%+13.5pp | 71.3%+18.1pp |
| Annual return | 17.96% | 28.07%-10.1pp | 32.76%-14.8pp | 378.56%-360.6pp |
| Employer contribution / active EE | $982 | $2,583-62.0% | $2,718-63.9% | $2,148-54.3% |
| Participant deferral / active EE | $1,602 | $4,060-60.5% | $4,069-60.6% | $3,539-54.7% |
| Admin fee / account holder | $22 | $123-82.4% | $7,888-99.7% | $142-84.9% |