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 | $75,975 |
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 | $73,263 | $53,136+37.9% | $155,509-52.9% | $199,593-63.3% |
| Participation rate | 93.7% | 64.1%+29.7pp | 78.2%+15.6pp | 72.0%+21.8pp |
| Annual return | 15.14% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,772 | $1,851+49.8% | $4,672-40.7% | $3,034-8.6% |
| Participant deferral / active EE | $5,928 | $3,161+87.5% | $5,626+5.4% | $5,087+16.5% |
| Admin fee / account holder | $44 | $185-76.4% | $15,912-99.7% | $269-83.7% |