Filed October 19, 2004 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647787 | Loan Processing | $177,334 |
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 | $71,832 | $63,770+12.6% | $71,209+0.9% | $102,872-30.2% |
| Participation rate | 73.1% | 61.0%+12.1pp | 73.8%-0.7pp | 73.0%+0.1pp |
| Annual return | 16.07% | 16.01%+0.1pp | 282.51%-266.4pp | 19.06%-3.0pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $5,704 | $3,587+59.0% | $4,175+36.6% | $5,535+3.1% |
| Admin fee / account holder | $46 | $220-78.9% | $5,349-99.1% | $292-84.1% |