Filed May 8, 2006 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $297,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,197 | $102,872+126.7% | $100,534+132.0% | $102,872+126.7% |
| Participation rate | 99.6% | 73.0%+26.5pp | 80.6%+18.9pp | 73.0%+26.5pp |
| Annual return | 17.29% | 19.06%-1.8pp | 32.66%-15.4pp | 19.06%-1.8pp |
| Employer contribution / active EE | $4,710 | $3,526+33.6% | $4,346+8.4% | $3,526+33.6% |
| Participant deferral / active EE | $11,973 | $5,535+116.3% | $6,144+94.9% | $5,535+116.3% |
| Admin fee / account holder | $100 | $292-65.7% | $7,654-98.7% | $292-65.7% |