Filed March 24, 2006 (most recent of 3 filings on file)
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. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $180,061 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,614 | $68,092+8.1% | $73,307+0.4% | $59,188+24.4% |
| Participation rate | 85.6% | 78.1%+7.6pp | 74.9%+10.7pp | 69.4%+16.2pp |
| Annual return | 5.01% | 5.93%-0.9pp | 5.67%-0.7pp | 5.51%-0.5pp |
| Employer contribution / active EE | $1,645 | $2,018-18.5% | $3,237-49.2% | $2,098-21.6% |
| Participant deferral / active EE | $5,362 | $5,041+6.4% | $4,991+7.4% | $3,265+64.2% |
| Admin fee / account holder | $33 | $630-94.8% | $5,637-99.4% | $92-64.2% |