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 37 · EIN 04-2647786 | Loan Processing | -$332,335 |
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 | $141,997 | $105,179+35.0% | $64,056+121.7% | $80,160+77.1% |
| Participation rate | 93.8% | 73.5%+20.3pp | 72.3%+21.5pp | 72.9%+20.9pp |
| Annual return | 23.24% | 20.34%+2.9pp | 33.69%-10.4pp | 40.38%-17.1pp |
| Employer contribution / active EE | $7,690 | $3,311+132.3% | $2,747+180.0% | $2,978+158.3% |
| Participant deferral / active EE | $1,700 | $4,020-57.7% | $3,880-56.2% | $5,017-66.1% |
| Admin fee / account holder | $7 | $113-94.1% | $3,068-99.8% | $145-95.4% |