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 | $11,447 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,250 | $75,284-74.4% | $91,001-78.8% | $69,631-72.4% |
| Participation rate | 91.6% | 80.4%+11.2pp | 75.6%+16.0pp | 70.7%+20.9pp |
| Annual return | 16.99% | 48.40%-31.4pp | 4.60%+12.4pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,064 | $3,700-44.2% | $3,547-41.8% | $3,224-36.0% |
| Admin fee / account holder | $19 | $111-82.9% | $5,417-99.7% | $110-82.9% |