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 | $118,345 |
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 | $133,373 | $65,292+104.3% | $88,497+50.7% | $65,292+104.3% |
| Participation rate | 98.2% | 72.4%+25.7pp | 82.4%+15.8pp | 72.4%+25.7pp |
| Annual return | 8.53% | 11.84%-3.3pp | 7.63%+0.9pp | 11.84%-3.3pp |
| Employer contribution / active EE | $5,576 | $2,302+142.3% | $4,036+38.1% | $2,302+142.3% |
| Participant deferral / active EE | $8,133 | $3,579+127.3% | $4,899+66.0% | $3,579+127.3% |
| Admin fee / account holder | $37 | $57-35.0% | $6,220-99.4% | $57-35.0% |