Filed April 23, 2008 (most recent of 5 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 | $32,084 |
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 | $135,388 | $160,882-15.8% | $200,582-32.5% | $102,872+31.6% |
| Participation rate | 96.0% | 91.2%+4.9pp | 86.9%+9.1pp | 73.0%+23.0pp |
| Annual return | 17.81% | 18.15%-0.3pp | 42.33%-24.5pp | 19.06%-1.2pp |
| Employer contribution / active EE | $7,753 | $5,602+38.4% | $6,419+20.8% | $3,526+119.9% |
| Participant deferral / active EE | $7,333 | $9,300-21.1% | $9,331-21.4% | $5,535+32.5% |
| Admin fee / account holder | $17 | $125-86.0% | $16,305-99.9% | $292-94.0% |