Filed June 18, 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 8-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 INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$9,153 |
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 | $118,896 | $73,638+61.5% | $95,952+23.9% | $73,488+61.8% |
| Participation rate | 74.1% | 76.2%-2.1pp | 77.1%-3.0pp | 70.7%+3.4pp |
| Annual return | 16.88% | 16.78%+0.1pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,029 | $3,617+39.0% | $4,167+20.7% | $3,740+34.5% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |