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 | $116,081-21.6% | $156,181-41.7% | $79,634+14.3% |
| Participation rate | 97.7% | 75.6%+22.2pp | 78.8%+18.9pp | 62.5%+35.2pp |
| Annual return | 16.46% | 15.89%+0.6pp | 64.87%-48.4pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,678 | $2,828-5.3% | $4,294-37.6% | $2,529+5.9% |
| Participant deferral / active EE | $5,343 | $4,584+16.5% | $6,132-12.9% | $3,835+39.3% |
| Admin fee / account holder | $254 | $854-70.2% | $14,586-98.3% | $1,002-74.6% |