Filed June 6, 2005
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 27 · EIN 46-3259931 | Advisory (Plan) | $117,761 |
Filed as: FIDELITY INVESTMENTS INSTITUTIIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $57,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $132,746 | $61,156+117.1% | $185,823-28.6% | $79,386+67.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 10.65% | 19.45%-8.8pp | 122.05%-111.4pp | 116.85%-106.2pp |
| Employer contribution / active EE | $15,326 | $2,321+560.4% | $5,167+196.6% | $2,427+531.3% |
| Participant deferral / active EE | $7,318 | $2,789+162.4% | $5,568+31.4% | $4,046+80.9% |
| Admin fee / account holder | $712 | $710+0.4% | $16,237-95.6% | $626+13.7% |