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 INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$342,417 |
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 | $122,373 | $204,517-40.2% | $69,455+76.2% | $77,787+57.3% |
| Participation rate | 93.8% | 74.6%+19.1pp | 74.6%+19.1pp | 73.2%+20.5pp |
| Annual return | 23.94% | 22.10%+1.8pp | 28.97%-5.0pp | 32.57%-8.6pp |
| Employer contribution / active EE | $6,467 | $3,548+82.3% | $2,779+132.7% | $2,504+158.2% |
| Participant deferral / active EE | $1,428 | $3,478-58.9% | $3,535-59.6% | $3,967-64.0% |
| Admin fee / account holder | $0 | $101-100.0% | $3,839-100.0% | $100-100.0% |