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 | $2,041,296 |
Annual investment return 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 | $93,487 | $106,382-12.1% | $81,382+14.9% | $106,382-12.1% |
| Participation rate | 94.6% | 69.9%+24.7pp | 69.5%+25.1pp | 69.9%+24.7pp |
| Annual return | 12.12% | 17.37%-5.3pp | 24.73%-12.6pp | 17.37%-5.3pp |
| Employer contribution / active EE | $3,078 | $3,364-8.5% | $2,463+25.0% | $3,364-8.5% |
| Participant deferral / active EE | $5,674 | $5,569+1.9% | $3,883+46.1% | $5,569+1.9% |
| Admin fee / account holder | $13 | $79-84.0% | $5,768-99.8% | $79-84.0% |