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, IL 60673 | Loan Processing | $1,181 |
Filed as: FIDELITY INVESTMENT INST OPERATIONS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $172,804 | $136,307+26.8% | $177,821-2.8% | $73,488+135.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 20.17% | 18.68%+1.5pp | 48.32%-28.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,834 | $3,712-23.7% | $5,918-52.1% | $2,270+24.8% |
| Participant deferral / active EE | $6,727 | $5,829+15.4% | $7,714-12.8% | $3,740+79.9% |
| Admin fee / account holder | $10 | $596-98.4% | $12,427-99.9% | $513-98.1% |