Filed May 24, 2006
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 INVESTMENTS INST OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $1,815 |
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 | $114,680 | $68,408+67.6% | $57,179+100.6% | $57,658+98.9% |
| Participation rate | 94.3% | 79.1%+15.2pp | 75.3%+19.0pp | 70.2%+24.1pp |
| Annual return | 7.20% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $3,860 | $2,869+34.5% | $2,682+43.9% | $1,974+95.6% |
| Participant deferral / active EE | $4,404 | $2,903+51.7% | $3,096+42.3% | $3,061+43.9% |
| Admin fee / account holder | $2 | $70-97.4% | $3,139-99.9% | $95-98.1% |