Filed January 23, 2004 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $96,435 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,821 | $113,293+42.8% | $67,502+139.7% | $199,593-18.9% |
| Participation rate | 93.5% | 73.3%+20.1pp | 72.9%+20.6pp | 72.0%+21.5pp |
| Annual return | 18.78% | 15.88%+2.9pp | 3512.12%-3493.3pp | 34.25%-15.5pp |
| Employer contribution / active EE | $8,147 | $3,401+139.6% | $2,731+198.3% | $3,034+168.5% |
| Participant deferral / active EE | $1,809 | $4,159-56.5% | $4,000-54.8% | $5,087-64.4% |
| Admin fee / account holder | $26 | $103-74.6% | $3,998-99.3% | $269-90.3% |