Filed October 18, 2004
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 INVESTMENTS Service code 37 · EIN 04-2647786 PO BOX 73307 · CHICAGO, IL 60673 | Loan Processing | $1,481 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,438 | $74,089+59.9% | $133,980-11.6% | $55,167+114.7% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.1%+6.7pp | 69.0%+24.8pp |
| Annual return | 4.85% | 12.11%-7.3pp | 29.30%-24.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,070 | $3,064-32.4% | $5,211-60.3% | $1,963+5.5% |
| Participant deferral / active EE | $4,362 | $4,678-6.8% | $6,282-30.6% | $3,054+42.8% |
| Admin fee / account holder | $13 | $458-97.2% | $9,324-99.9% | $504-97.5% |