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 | $479,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,620 | $153,507+28.1% | $106,548+84.5% | $101,517+93.7% |
| Participation rate | 97.4% | 86.3%+11.0pp | 76.1%+21.2pp | 74.6%+22.8pp |
| Annual return | 15.23% | 15.11%+0.1pp | 26.80%-11.6pp | 21.00%-5.8pp |
| Employer contribution / active EE | $7,937 | $4,668+70.0% | $2,819+181.6% | $2,973+166.9% |
| Participant deferral / active EE | $7,025 | $7,264-3.3% | $4,398+59.7% | $4,873+44.2% |
| Admin fee / account holder | $41 | $74-44.9% | $7,407-99.5% | $139-70.9% |