Filed April 12, 2007 (most recent of 3 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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $21,714 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,311 | $47,456+18.7% | $172,739-67.4% | $77,787-27.6% |
| Participation rate | 94.4% | 66.3%+28.1pp | 82.6%+11.8pp | 73.2%+21.2pp |
| Annual return | 22.50% | 35.57%-13.1pp | 802.84%-780.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $1,903 | $1,574+20.9% | $5,143-63.0% | $2,504-24.0% |
| Participant deferral / active EE | $4,263 | $2,560+66.6% | $5,198-18.0% | $3,967+7.5% |
| Admin fee / account holder | $42 | $81-47.6% | $13,954-99.7% | $100-57.7% |