Filed February 7, 2007 (most recent of 2 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 INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $624,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,532 | $152,281+38.3% | $106,201+98.2% | $99,061+112.5% |
| Participation rate | 99.1% | 92.2%+6.8pp | 75.3%+23.8pp | 71.6%+27.4pp |
| Annual return | 17.31% | 15.00%+2.3pp | 116.26%-98.9pp | 17.66%-0.3pp |
| Employer contribution / active EE | $8,643 | $5,348+61.6% | $3,170+172.7% | $3,261+165.1% |
| Participant deferral / active EE | $9,062 | $8,206+10.4% | $5,012+80.8% | $5,331+70.0% |
| Admin fee / account holder | $55 | $77-29.0% | $11,039-99.5% | $109-49.5% |