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 | -$459,984 |
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 | $160,040 | $120,057+33.3% | $75,696+111.4% | $93,030+72.0% |
| Participation rate | 93.8% | 77.3%+16.5pp | 74.8%+19.0pp | 73.9%+19.9pp |
| Annual return | 16.61% | 19.62%-3.0pp | 104.53%-87.9pp | 158.70%-142.1pp |
| Employer contribution / active EE | $6,808 | $3,253+109.3% | $2,743+148.2% | $2,706+151.6% |
| Participant deferral / active EE | $1,508 | $4,089-63.1% | $3,821-60.6% | $4,562-67.0% |
| Admin fee / account holder | $0 | $81-100.0% | $3,619-100.0% | $152-100.0% |