Filed October 24, 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 37 · EIN 04-2647786 | Loan Processing | $102,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,711 | $75,923+30.0% | $102,423-3.6% | - |
| Participation rate | 93.5% | 71.4%+22.1pp | 76.5%+17.0pp | - |
| Annual return | 22.39% | 15.12%+7.3pp | 29.32%-6.9pp | - |
| Employer contribution / active EE | $2,752 | $2,206+24.7% | $3,023-9.0% | - |
| Participant deferral / active EE | $5,747 | $4,258+35.0% | $5,053+13.7% | - |
| Admin fee / account holder | $83 | $11,449-99.3% | $9,451-99.1% | - |