Filed August 29, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,364 | $65,241-22.8% | $126,539-60.2% | $85,563-41.1% |
| Participation rate | 81.1% | 48.6%+32.5pp | 69.8%+11.3pp | 66.0%+15.2pp |
| Annual return | 19.57% | 42.19%-22.6pp | 425.95%-406.4pp | 31.51%-11.9pp |
| Employer contribution / active EE | $1,067 | $1,937-44.9% | $3,674-71.0% | $2,654-59.8% |
| Participant deferral / active EE | $2,585 | $3,032-14.8% | $4,083-36.7% | $4,375-40.9% |
| Admin fee / account holder | $12 | $1,031-98.8% | $6,065-99.8% | $834-98.5% |