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 | $888 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,477 | $110,094+38.5% | $151,611+0.6% | $68,494+122.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.03% | -10.12%-8.9pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,738 | $4,471-38.8% | $6,166-55.6% | $2,596+5.5% |
| Participant deferral / active EE | $7,305 | $6,527+11.9% | $8,363-12.7% | $4,027+81.4% |
| Admin fee / account holder | $7 | $7,719-99.9% | $11,616-99.9% | $5,403-99.9% |