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 |
|---|---|---|
Filed as: FIDELITY INVEST INVST. OP. CO.,INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$224,650 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,879 | $92,091-26.3% | $62,995+7.8% | $77,958-12.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 20.57% | 16.23%+4.3pp | 87.57%-67.0pp | 20.87%-0.3pp |
| Employer contribution / active EE | $6,547 | $3,424+91.2% | $2,759+137.3% | $2,310+183.3% |
| Participant deferral / active EE | $1,445 | $3,361-57.0% | $3,329-56.6% | $3,537-59.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |