Filed January 7, 2003 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $802,533 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,598 | $110,299+305.8% | $102,423+337.0% | $199,593+124.3% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 11.67% | 35.73%-24.1pp | 29.32%-17.6pp | 34.25%-22.6pp |
| Employer contribution / active EE | $5,403 | $3,603+49.9% | $3,023+78.7% | $3,034+78.1% |
| Participant deferral / active EE | $7,478 | $6,376+17.3% | $5,053+48.0% | $5,087+47.0% |
| Admin fee / account holder | $124 | $122+1.1% | $9,451-98.7% | $269-54.0% |