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 | $32,724 |
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 | $65,894 | $56,095+17.5% | $178,490-63.1% | $90,288-27.0% |
| Participation rate | 93.5% | 65.6%+28.0pp | 81.9%+11.6pp | 73.4%+20.2pp |
| Annual return | 17.48% | 28.81%-11.3pp | 151.07%-133.6pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,059 | $1,572+31.0% | $5,011-58.9% | $2,524-18.4% |
| Participant deferral / active EE | $4,573 | $2,669+71.4% | $5,202-12.1% | $4,232+8.1% |
| Admin fee / account holder | $43 | $101-56.9% | $13,984-99.7% | $114-62.0% |