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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,495 | $80,717+50.5% | $154,803-21.5% | $84,808+43.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 16.33% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,128 | $2,761+158.1% | $4,305+65.6% | $2,631+170.9% |
| Participant deferral / active EE | $10,519 | $3,303+218.5% | $5,540+89.9% | $4,212+149.8% |
| Admin fee / account holder | $25 | $6,746-99.6% | $14,329-99.8% | $7,344-99.7% |