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 | -$393,136 |
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 | $143,187 | $105,581+35.6% | $70,449+103.2% | $90,288+58.6% |
| Participation rate | 94.2% | 77.5%+16.7pp | 75.1%+19.2pp | 73.4%+20.9pp |
| Annual return | 21.83% | 14.78%+7.1pp | 109.03%-87.2pp | 53.97%-32.1pp |
| Employer contribution / active EE | $6,247 | $3,304+89.1% | $2,737+128.3% | $2,524+147.5% |
| Participant deferral / active EE | $1,381 | $3,813-63.8% | $3,709-62.7% | $4,232-67.4% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |