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 |
|---|---|---|
Filed as: FIDELITY INVETSMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $132,782 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,571 | $92,091-60.3% | $62,995-41.9% | $77,958-53.1% |
| Participation rate | 71.1% | 74.5%-3.4pp | 74.8%-3.7pp | 71.6%-0.6pp |
| Annual return | 13.85% | 16.23%-2.4pp | 87.57%-73.7pp | 20.87%-7.0pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,689 | $3,361-49.8% | $3,329-49.3% | $3,537-52.3% |
| Admin fee / account holder | $22 | $48-53.6% | $3,600-99.4% | $97-77.2% |