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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $84,508 |
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 | $125,620 | $63,964+96.4% | $147,614-14.9% | $67,505+86.1% |
| Participation rate | 96.2% | 68.6%+27.6pp | 84.6%+11.6pp | 71.2%+25.0pp |
| Annual return | 0.49% | 9.05%-8.6pp | 61.98%-61.5pp | 6.52%-6.0pp |
| Employer contribution / active EE | $4,677 | $1,618+189.0% | $5,564-16.0% | $2,173+115.2% |
| Participant deferral / active EE | $6,314 | $2,589+143.9% | $4,895+29.0% | $3,597+75.6% |
| Admin fee / account holder | $10 | $43-77.3% | $11,611-99.9% | $56-82.7% |