Filed September 30, 2003 (most recent of 4 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 INVTS. INSTL. OPS. CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,467,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,968 | $80,976-3.7% | $75,670+3.0% | $80,976-3.7% |
| Participation rate | 93.5% | 68.3%+25.3pp | 72.3%+21.2pp | 68.3%+25.3pp |
| Annual return | 25.33% | 22.91%+2.4pp | 27.34%-2.0pp | 22.91%+2.4pp |
| Employer contribution / active EE | $1,435 | $2,402-40.3% | $2,352-39.0% | $2,402-40.3% |
| Participant deferral / active EE | $3,580 | $3,848-7.0% | $3,142+13.9% | $3,848-7.0% |
| Admin fee / account holder | $10 | $67-85.8% | $5,800-99.8% | $67-85.8% |