Filed August 9, 2005
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 | $184,134 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $270,808 | $159,391+69.9% | $102,423+164.4% | $99,062+173.4% |
| Participation rate | 93.3% | 88.6%+4.7pp | 76.5%+16.8pp | 71.6%+21.7pp |
| Annual return | 15.37% | 19.03%-3.7pp | 29.32%-14.0pp | 17.66%-2.3pp |
| Employer contribution / active EE | $5,388 | $4,207+28.1% | $3,023+78.2% | $3,262+65.2% |
| Participant deferral / active EE | $21,128 | $7,498+181.8% | $5,053+318.1% | $5,331+296.3% |
| Admin fee / account holder | $22 | $159-86.0% | $9,451-99.8% | $109-79.6% |