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 |
|---|---|---|
Filed as: FIDELITY INVSTMTS INSTL OPS CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $142,657 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,501 | $80,211-81.9% | $74,183-80.5% | $63,975-77.3% |
| Participation rate | 97.1% | 84.2%+12.9pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 2.89% | 14.13%-11.2pp | 17.74%-14.8pp | 48.65%-45.8pp |
| Employer contribution / active EE | $1,334 | $2,553-47.8% | $2,370-43.7% | $2,182-38.9% |
| Participant deferral / active EE | $931 | $4,370-78.7% | $3,550-73.8% | $3,356-72.3% |
| Admin fee / account holder | $26 | $67-61.5% | $5,586-99.5% | $70-63.3% |