Filed February 1, 2008
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 | $76,589 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,821 |
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 | $91,053 | $108,549-16.1% | $156,263-41.7% | $85,563+6.4% |
| Participation rate | 97.7% | 77.1%+20.6pp | 78.9%+18.8pp | 66.0%+31.8pp |
| Annual return | 16.46% | 21.79%-5.3pp | 59.47%-43.0pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,678 | $2,690-0.4% | $4,333-38.2% | $2,654+0.9% |
| Participant deferral / active EE | $5,343 | $4,800+11.3% | $6,158-13.2% | $4,375+22.1% |
| Admin fee / account holder | $254 | $650-60.8% | $14,255-98.2% | $834-69.5% |