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 | $0 |
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 | $157,575 | $48,835+222.7% | $170,442-7.5% | $177,276-11.1% |
| Participation rate | 96.8% | 72.1%+24.8pp | 83.6%+13.2pp | 74.8%+22.0pp |
| Annual return | 19.89% | 19.44%+0.5pp | 205.93%-186.0pp | 21.25%-1.4pp |
| Employer contribution / active EE | $5,275 | $1,798+193.3% | $5,433-2.9% | $2,479+112.8% |
| Participant deferral / active EE | $6,806 | $2,757+146.9% | $4,939+37.8% | $3,881+75.4% |
| Admin fee / account holder | $5 | $52-90.2% | $13,880-100.0% | $154-96.7% |