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 | $131,916 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $5,668 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $5,613 |
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 | $151,304 | $129,352+17.0% | $70,449+114.8% | $106,222+42.4% |
| Participation rate | 69.7% | 73.1%-3.4pp | 75.1%-5.4pp | 70.8%-1.1pp |
| Annual return | 15.99% | 13.88%+2.1pp | 109.03%-93.0pp | 21.69%-5.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,737-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $4,576 | $4,597-0.5% | $3,709+23.4% | $4,600-0.5% |
| Admin fee / account holder | $11 | $37-70.7% | $3,845-99.7% | $78-86.3% |