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 | $69,316 |
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 | $93,177 | $110,094-15.4% | $151,611-38.5% | $68,494+36.0% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -11.69% | -10.12%-1.6pp | 3.33%-15.0pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,582 | $4,471-64.6% | $6,166-74.3% | $2,596-39.1% |
| Participant deferral / active EE | $10,321 | $6,527+58.1% | $8,363+23.4% | $4,027+156.3% |
| Admin fee / account holder | $546 | $7,719-92.9% | $11,616-95.3% | $5,403-89.9% |