Filed March 20, 2008 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $514,916 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,103 | $67,679+268.1% | $155,509+60.2% | $99,062+151.5% |
| Participation rate | 97.0% | 67.2%+29.8pp | 78.2%+18.8pp | 71.6%+25.4pp |
| Annual return | 17.63% | 16.16%+1.5pp | 64.67%-47.0pp | 17.66%0pp |
| Employer contribution / active EE | $7,377 | $2,268+225.2% | $4,672+57.9% | $3,262+126.1% |
| Participant deferral / active EE | $9,849 | $3,828+157.3% | $5,626+75.1% | $5,331+84.7% |
| Admin fee / account holder | $50 | $94-46.9% | $15,912-99.7% | $109-54.3% |