Filed November 2, 2007 (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 9-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 OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,146 | $46,722+86.5% | $130,648-33.3% | $65,185+33.7% |
| Participation rate | 91.4% | 60.9%+30.4pp | 71.7%+19.6pp | 70.2%+21.2pp |
| Annual return | 21.29% | 24.17%-2.9pp | 1708.96%-1687.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $4,956 | $1,488+233.2% | $4,092+21.1% | $2,177+127.7% |
| Participant deferral / active EE | $6,612 | $2,545+159.8% | $3,603+83.5% | $3,514+88.2% |
| Admin fee / account holder | $4 | $453-99.2% | $5,464-99.9% | $847-99.6% |