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 | $79,977 |
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 | $135,692 | $43,110+214.8% | $156,549-13.3% | $65,292+107.8% |
| Participation rate | 97.2% | 69.3%+27.9pp | 84.0%+13.2pp | 72.4%+24.7pp |
| Annual return | 11.04% | 11.24%-0.2pp | 32.23%-21.2pp | 11.84%-0.8pp |
| Employer contribution / active EE | $5,093 | $1,702+199.2% | $5,501-7.4% | $2,302+121.2% |
| Participant deferral / active EE | $6,704 | $2,520+166.0% | $4,871+37.6% | $3,579+87.3% |
| Admin fee / account holder | $9 | $47-81.3% | $13,027-99.9% | $57-84.6% |