Filed October 11, 2014 (most recent of 6 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 OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $181,464 |
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 | $125,703 | $67,505+86.2% | $81,367+54.5% | $67,505+86.2% |
| Participation rate | 97.5% | 71.2%+26.3pp | 82.3%+15.2pp | 71.2%+26.3pp |
| Annual return | 0.97% | 6.52%-5.6pp | -0.92%+1.9pp | 6.52%-5.6pp |
| Employer contribution / active EE | $4,616 | $2,173+112.5% | $3,930+17.5% | $2,173+112.5% |
| Participant deferral / active EE | $7,620 | $3,597+111.9% | $5,383+41.6% | $3,597+111.9% |
| Admin fee / account holder | $47 | $56-16.9% | $8,926-99.5% | $56-16.9% |