Filed November 26, 2007 (most recent of 2 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 INV. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $166,343 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $13,378 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $13,334 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $535 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 60 | 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 | $125,361 | $129,352-3.1% | $70,449+77.9% | $106,222+18.0% |
| Participation rate | 73.8% | 73.1%+0.7pp | 75.1%-1.3pp | 70.8%+3.0pp |
| Annual return | 13.38% | 13.88%-0.5pp | 109.03%-95.7pp | 21.69%-8.3pp |
| Employer contribution / active EE | $3,435 | $5,470-37.2% | $2,737+25.5% | $2,723+26.1% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $3,709-100.0% | $4,600-100.0% |
| Admin fee / account holder | $9 | $37-74.1% | $3,845-99.8% | $78-87.9% |