Filed December 17, 2008
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 | $97,812 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $27,300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,877 | $106,028+204.5% | $146,958+119.7% | $77,643+315.8% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 18.22% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $8,009 | $4,063+97.1% | $4,933+62.4% | $2,726+193.8% |
| Participant deferral / active EE | $20,978 | $7,990+162.6% | $8,070+160.0% | $4,647+351.4% |
| Admin fee / account holder | $160 | $337-52.6% | $12,998-98.8% | $430-62.9% |