Filed September 16, 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 INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $14,104 |
SS&C2 years Service code 49 · EIN 04-3157927 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,802 | $131,799+3.8% | $200,582-31.8% | $85,563+59.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 22.10% | 21.59%+0.5pp | 42.33%-20.2pp | 31.51%-9.4pp |
| Employer contribution / active EE | $4,330 | $4,532-4.5% | $6,419-32.5% | $2,654+63.2% |
| Participant deferral / active EE | $7,737 | $7,702+0.5% | $9,331-17.1% | $4,375+76.8% |
| Admin fee / account holder | $39 | $235-83.5% | $16,305-99.8% | $834-95.4% |