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 | $131,882 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,250 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $7,453 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $6,714 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,306 | $114,884+22.1% | $60,874+130.5% | $89,394+57.0% |
| Participation rate | 66.9% | 70.1%-3.2pp | 73.1%-6.2pp | 71.3%-4.4pp |
| Annual return | -11.70% | -13.42%+1.7pp | 16.90%-28.6pp | -11.89%+0.2pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,701-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $4,738 | $4,846-2.2% | $3,817+24.1% | $5,123-7.5% |
| Admin fee / account holder | $11 | $37-69.2% | $3,224-99.6% | $79-85.5% |