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 | $49,453 |
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 | $53,299 | $41,647+28.0% | $96,139-44.6% | $86,799-38.6% |
| Participation rate | 80.1% | 50.2%+29.8pp | 68.4%+11.6pp | 72.3%+7.8pp |
| Annual return | 13.70% | 27.24%-13.5pp | 191.94%-178.2pp | 97.91%-84.2pp |
| Employer contribution / active EE | $423 | $1,318-67.9% | $2,797-84.9% | $2,405-82.4% |
| Participant deferral / active EE | $1,932 | $2,412-19.9% | $4,349-55.6% | $4,131-53.2% |
| Admin fee / account holder | $60 | $169-64.4% | $5,537-98.9% | $170-64.4% |