Filed July 20, 2006 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,708 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Direct payment fr... | $5,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,478 | $111,491+24.2% | $189,513-26.9% | $86,799+59.5% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.8%+9.9pp | 72.3%+25.5pp |
| Annual return | 22.20% | 83.50%-61.3pp | 555.15%-533.0pp | 97.91%-75.7pp |
| Employer contribution / active EE | $4,888 | $3,951+23.7% | $6,162-20.7% | $2,405+103.2% |
| Participant deferral / active EE | $7,033 | $6,437+9.3% | $8,221-14.4% | $4,131+70.3% |
| Admin fee / account holder | $41 | $189-78.3% | $12,045-99.7% | $170-75.8% |