Filed June 8, 2009 (most recent of 3 filings on file)
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 INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,661,728 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,516 | $187,373-31.4% | $91,001+41.2% | $80,976+58.7% |
| Participation rate | 95.1% | 87.5%+7.7pp | 75.6%+19.5pp | 68.3%+26.9pp |
| Annual return | 39.10% | 16.95%+22.2pp | 4.60%+34.5pp | 22.91%+16.2pp |
| Employer contribution / active EE | $2,332 | $5,838-60.1% | $2,456-5.0% | $2,402-2.9% |
| Participant deferral / active EE | $3,783 | $8,375-54.8% | $3,547+6.6% | $3,848-1.7% |
| Admin fee / account holder | $41 | $91-55.3% | $5,417-99.2% | $67-39.4% |