Filed October 1, 2003
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 INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Loan Processing | $51,131 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,917 | $39,948+22.5% | $89,391-45.3% | $73,409-33.4% |
| Participation rate | 80.5% | 50.4%+30.1pp | 68.0%+12.5pp | 72.2%+8.3pp |
| Annual return | 14.06% | 50.12%-36.1pp | 245.62%-231.6pp | 59.29%-45.2pp |
| Employer contribution / active EE | $357 | $1,200-70.2% | $2,586-86.2% | $2,234-84.0% |
| Participant deferral / active EE | $1,759 | $2,193-19.8% | $3,890-54.8% | $3,805-53.8% |
| Admin fee / account holder | $62 | $134-53.9% | $4,881-98.7% | $158-60.8% |