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 | $185,127 |
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 | $77,909 | $70,106+11.1% | $80,975-3.8% | $63,975+21.8% |
| Participation rate | 87.2% | 79.4%+7.9pp | 75.8%+11.4pp | 71.1%+16.1pp |
| Annual return | 8.51% | 13.93%-5.4pp | 17.10%-8.6pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,813 | $2,042-11.2% | $3,714-51.2% | $2,182-16.9% |
| Participant deferral / active EE | $5,912 | $5,245+12.7% | $5,696+3.8% | $3,356+76.1% |
| Admin fee / account holder | $33 | $57-41.3% | $5,516-99.4% | $70-52.5% |