Filed August 4, 2005
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 INST. INV. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping 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 | $146,870 | $85,199+72.4% | $57,179+156.9% | $63,975+129.6% |
| Participation rate | 99.7% | 74.0%+25.7pp | 75.3%+24.4pp | 71.1%+28.6pp |
| Annual return | 6.30% | 10.43%-4.1pp | 14.59%-8.3pp | 48.65%-42.4pp |
| Employer contribution / active EE | $5,455 | $3,446+58.3% | $2,682+103.4% | $2,182+150.0% |
| Participant deferral / active EE | $4,556 | $3,109+46.6% | $3,096+47.2% | $3,356+35.8% |
| Admin fee / account holder | $58 | $39+51.2% | $3,139-98.1% | $70-17.1% |