Filed July 9, 2007
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 | $206,437 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,554 | $241,101-30.9% | $103,333+61.2% | $199,593-16.6% |
| Participation rate | 91.7% | 78.3%+13.4pp | 74.5%+17.2pp | 72.0%+19.7pp |
| Annual return | 15.23% | 17.80%-2.6pp | 24.88%-9.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,607 | $4,244+32.1% | $3,868+45.0% | $3,034+84.8% |
| Participant deferral / active EE | $10,522 | $3,958+165.9% | $5,057+108.1% | $5,087+106.9% |
| Admin fee / account holder | $71 | $288-75.4% | $8,355-99.2% | $269-73.7% |