Filed July 20, 2007 (most recent of 6 filings on file)
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 | $21,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,757 | $79,171+72.7% | $102,423+33.5% | $74,495+83.6% |
| Participation rate | 89.8% | 74.8%+15.0pp | 76.5%+13.3pp | 67.2%+22.6pp |
| Annual return | 14.35% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,231 | $2,362-5.6% | $3,023-26.2% | $2,623-15.0% |
| Participant deferral / active EE | $6,987 | $4,415+58.3% | $5,053+38.3% | $4,346+60.8% |
| Admin fee / account holder | $111 | $2,001-94.5% | $9,451-98.8% | $1,942-94.3% |