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 | $7,264 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,815 | $105,190-53.6% | $98,907-50.6% | $90,288-45.9% |
| Participation rate | 93.6% | 86.4%+7.3pp | 76.0%+17.6pp | 73.4%+20.3pp |
| Annual return | 14.59% | 18.52%-3.9pp | 196.43%-181.8pp | 53.97%-39.4pp |
| Employer contribution / active EE | $102 | $3,831-97.3% | $2,689-96.2% | $2,524-96.0% |
| Participant deferral / active EE | $3,101 | $5,616-44.8% | $4,244-26.9% | $4,232-26.7% |
| Admin fee / account holder | $12 | $97-87.8% | $6,642-99.8% | $114-89.6% |