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 INST OPERATION Service code 37 · EIN 04-2647786 PO BOX 73307 · CHICAGO, MO 60673 | Loan Processing | $1,400 |
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 | $137,372 | $89,739+53.1% | $149,718-8.2% | $62,292+120.5% |
| Participation rate | 95.3% | 85.1%+10.2pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 18.41% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,296 | $3,233-29.0% | $5,445-57.8% | $2,042+12.4% |
| Participant deferral / active EE | $5,238 | $4,797+9.2% | $6,569-20.3% | $3,169+65.3% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |