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 INSTL OPERATIONS CO Service code 50 · EIN 04-2647786 | Direct Payment | $106,829 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $5,492 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 60 | Sub-TA Fees | $59 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,635 | $121,004+35.2% | $69,455+135.6% | $89,569+82.7% |
| Participation rate | 62.8% | 66.9%-4.1pp | 74.6%-11.8pp | 69.6%-6.8pp |
| Annual return | 20.94% | 20.21%+0.7pp | 28.97%-8.0pp | 34.56%-13.6pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,779-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,070 | $4,335+17.0% | $3,535+43.4% | $4,220+20.1% |
| Admin fee / account holder | $11 | $32-66.7% | $3,839-99.7% | $72-85.2% |