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 | $32,790 |
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 | $62,149 | $50,127+24.0% | $149,673-58.5% | $80,160-22.5% |
| Participation rate | 94.5% | 64.3%+30.2pp | 78.8%+15.8pp | 72.9%+21.6pp |
| Annual return | 21.10% | 29.82%-8.7pp | 134.42%-113.3pp | 40.38%-19.3pp |
| Employer contribution / active EE | $2,273 | $1,865+21.9% | $4,818-52.8% | $2,978-23.7% |
| Participant deferral / active EE | $5,275 | $3,194+65.2% | $5,680-7.1% | $5,017+5.1% |
| Admin fee / account holder | $42 | $153-72.6% | $13,210-99.7% | $145-71.1% |