Filed October 19, 2004
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 | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,751 | $65,241+10.0% | $126,539-43.3% | $85,563-16.1% |
| Participation rate | 36.1% | 48.6%-12.6pp | 69.8%-33.8pp | 66.0%-29.9pp |
| Annual return | 18.11% | 42.19%-24.1pp | 425.95%-407.8pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,750 | $3,032+56.7% | $4,083+16.3% | $4,375+8.6% |
| Admin fee / account holder | $10 | $1,031-99.0% | $6,065-99.8% | $834-98.8% |