Filed August 21, 2009
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 | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,085 | $81,248+23.2% | $155,509-35.6% | $80,856+23.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+19.0pp | 67.6%+29.5pp |
| Annual return | 12.07% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,969 | $3,100+92.5% | $4,672+27.7% | $2,755+116.7% |
| Participant deferral / active EE | $6,710 | $3,452+94.4% | $5,626+19.3% | $4,296+56.2% |
| Admin fee / account holder | $15 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |