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 | $40,948 |
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 | $55,071 | $45,000+22.4% | $143,757-61.7% | $77,904-29.3% |
| Participation rate | 94.1% | 66.8%+27.3pp | 80.3%+13.8pp | 73.7%+20.4pp |
| Annual return | -16.58% | 29.03%-45.6pp | -0.04%-16.5pp | 12.21%-28.8pp |
| Employer contribution / active EE | $2,158 | $1,870+15.4% | $4,951-56.4% | $2,848-24.2% |
| Participant deferral / active EE | $5,052 | $3,157+60.0% | $5,637-10.4% | $4,806+5.1% |
| Admin fee / account holder | $42 | $98-56.9% | $14,673-99.7% | $133-68.0% |