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 | $36,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,495 | $67,512+2.9% | $185,823-62.6% | $93,030-25.3% |
| Participation rate | 93.8% | 67.1%+26.7pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 15.26% | 21.04%-5.8pp | 122.05%-106.8pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,033 | $1,783+14.0% | $5,167-60.7% | $2,706-24.9% |
| Participant deferral / active EE | $4,692 | $3,035+54.6% | $5,568-15.7% | $4,562+2.8% |
| Admin fee / account holder | $41 | $318-87.1% | $16,237-99.7% | $152-73.0% |