Filed August 3, 2006 (most recent of 7 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 3-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 OPS CO, INC. Service code 13 · EIN 04-2647786 | Contract Administrator | $500 |
Filed as: FIDELITY INV INST OPS C0, INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $140,745 | $60,165+133.9% | $74,183+89.7% | $55,167+155.1% |
| Participation rate | 94.4% | 74.2%+20.3pp | 76.6%+17.8pp | 69.0%+25.4pp |
| Annual return | 19.21% | 10.00%+9.2pp | 17.74%+1.5pp | 169.23%-150.0pp |
| Employer contribution / active EE | $8,525 | $1,600+432.9% | $2,370+259.7% | $1,963+334.4% |
| Participant deferral / active EE | $11,004 | $2,973+270.2% | $3,550+210.0% | $3,054+260.3% |
| Admin fee / account holder | $31 | $419-92.6% | $5,586-99.4% | $504-93.8% |