Filed August 27, 2008
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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $71,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,681 | $549,947-81.7% | $177,821-43.4% | - |
| Participation rate | 96.0% | 87.8%+8.1pp | 87.7%+8.2pp | - |
| Annual return | 18.26% | 10.27%+8.0pp | 48.32%-30.1pp | - |
| Employer contribution / active EE | $1,484 | $3,110-52.3% | $5,918-74.9% | - |
| Participant deferral / active EE | $7,723 | $4,796+61.0% | $7,714+0.1% | - |
| Admin fee / account holder | $598 | $57,220-99.0% | $12,427-95.2% | - |