Filed October 1, 2007 (most recent of 2 filings on file)
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 | $91,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,444 | $241,101-73.3% | $103,333-37.6% | $199,593-67.7% |
| Participation rate | 46.6% | 78.3%-31.7pp | 74.5%-27.9pp | 72.0%-25.4pp |
| Annual return | 14.83% | 17.80%-3.0pp | 24.88%-10.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,693 | $4,244-60.1% | $3,868-56.2% | $3,034-44.2% |
| Participant deferral / active EE | $3,648 | $3,958-7.8% | $5,057-27.9% | $5,087-28.3% |
| Admin fee / account holder | $88 | $288-69.3% | $8,355-98.9% | $269-67.2% |