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 INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $14,951 |
SS&C1 year 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 | $108,432 | $129,021-16.0% | $184,203-41.1% | $77,643+39.7% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 15.29% | 33.27%-18.0pp | 28.81%-13.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,784 | $4,413-14.3% | $6,427-41.1% | $2,726+38.8% |
| Participant deferral / active EE | $6,696 | $7,297-8.2% | $9,131-26.7% | $4,647+44.1% |
| Admin fee / account holder | $40 | $254-84.2% | $13,901-99.7% | $430-90.7% |