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 | $300,882 |
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 | $143,734 | $68,904+108.6% | $90,782+58.3% | $68,904+108.6% |
| Participation rate | 98.3% | 74.1%+24.1pp | 82.7%+15.6pp | 74.1%+24.1pp |
| Annual return | -4.81% | 1.07%-5.9pp | -3.42%-1.4pp | 1.07%-5.9pp |
| Employer contribution / active EE | $6,117 | $2,540+140.8% | $4,105+49.0% | $2,540+140.8% |
| Participant deferral / active EE | $8,542 | $4,015+112.7% | $5,366+59.2% | $4,015+112.7% |
| Admin fee / account holder | $65 | $71-8.2% | $5,908-98.9% | $71-8.2% |