Filed July 28, 2010
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 | $83,447 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $45,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,088 | $48,698-56.7% | $93,606-77.5% | $199,593-89.4% |
| Participation rate | 84.8% | 63.5%+21.3pp | 68.7%+16.1pp | 72.0%+12.8pp |
| Annual return | 18.06% | 15.34%+2.7pp | 133.20%-115.1pp | 34.25%-16.2pp |
| Employer contribution / active EE | $988 | $1,135-13.0% | $2,420-59.2% | $3,034-67.5% |
| Participant deferral / active EE | $3,116 | $2,817+10.6% | $4,411-29.4% | $5,087-38.8% |
| Admin fee / account holder | $103 | $195-47.4% | $8,285-98.8% | $269-61.9% |