Filed August 15, 2006 (most recent of 3 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $217,570 | $55,331+293.2% | $81,812+165.9% | $199,593+9.0% |
| Participation rate | 20.5% | 62.5%-42.0pp | 72.3%-51.8pp | 72.0%-51.4pp |
| Annual return | 17.58% | 19.59%-2.0pp | 773.79%-756.2pp | 34.25%-16.7pp |
| Employer contribution / active EE | $1,062 | $2,101-49.5% | $2,912-63.5% | $3,034-65.0% |
| Participant deferral / active EE | $2,728 | $3,283-16.9% | $4,319-36.8% | $5,087-46.4% |
| Admin fee / account holder | $63 | $346-81.7% | $7,386-99.1% | $269-76.4% |