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 | $31,068 |
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 | $43,211 | $34,677+24.6% | $77,024-43.9% | $64,808-33.3% |
| Participation rate | 82.4% | 49.8%+32.5pp | 67.9%+14.5pp | 71.5%+10.9pp |
| Annual return | -15.65% | -5.33%-10.3pp | 42.32%-58.0pp | 32.82%-48.5pp |
| Employer contribution / active EE | $295 | $1,370-78.4% | $2,812-89.5% | $2,506-88.2% |
| Participant deferral / active EE | $1,513 | $2,556-40.8% | $4,426-65.8% | $4,310-64.9% |
| Admin fee / account holder | $44 | $179-75.2% | $5,425-99.2% | $188-76.4% |