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 | $181,411 |
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 | $90,102 | $80,360+12.1% | $90,160-0.1% | $77,958+15.6% |
| Participation rate | 89.8% | 81.9%+7.9pp | 76.9%+13.0pp | 71.6%+18.2pp |
| Annual return | 18.80% | 24.56%-5.8pp | 34.88%-16.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,035 | $2,326-12.5% | $3,318-38.7% | $2,310-11.9% |
| Participant deferral / active EE | $6,187 | $5,829+6.1% | $5,288+17.0% | $3,537+74.9% |
| Admin fee / account holder | $33 | $64-48.4% | $5,943-99.4% | $97-66.2% |