Filed July 22, 2006 (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 INVSTMTS INSTL OPS CO, INC Service code 13 · EIN 04-2647786 | Contract Administrator | $161,865 |
Filed as: FIDELITY INVSTMTS INSTL OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,068 | $110,299+45.1% | $102,423+56.3% | $199,593-19.8% |
| Participation rate | 88.8% | 86.3%+2.6pp | 76.5%+12.3pp | 72.0%+16.9pp |
| Annual return | 17.04% | 35.73%-18.7pp | 29.32%-12.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $7,841 | $6,376+23.0% | $5,053+55.2% | $5,087+54.1% |
| Admin fee / account holder | $298 | $122+144.1% | $9,451-96.8% | $269+11.0% |