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 LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,608,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,433 | $106,520-9.5% | $86,874+11.0% | $106,520-9.5% |
| Participation rate | 88.9% | 71.3%+17.5pp | 71.6%+17.2pp | 71.3%+17.5pp |
| Annual return | 16.67% | 19.28%-2.6pp | 63.52%-46.9pp | 19.28%-2.6pp |
| Employer contribution / active EE | $1,894 | $2,840-33.3% | $2,495-24.1% | $2,840-33.3% |
| Participant deferral / active EE | $4,754 | $4,948-3.9% | $3,699+28.5% | $4,948-3.9% |
| Admin fee / account holder | $11 | $75-85.9% | $5,828-99.8% | $75-85.9% |