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 | $526,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,882 | $136,310+37.1% | $98,439+89.8% | $103,482+80.6% |
| Participation rate | 99.1% | 89.2%+9.9pp | 75.2%+23.9pp | 73.3%+25.8pp |
| Annual return | 18.84% | 19.67%-0.8pp | 21.16%-2.3pp | 33.11%-14.3pp |
| Employer contribution / active EE | $8,690 | $4,714+84.4% | $3,048+185.1% | $3,208+170.9% |
| Participant deferral / active EE | $8,188 | $7,358+11.3% | $4,738+72.8% | $5,207+57.2% |
| Admin fee / account holder | $46 | $76-39.4% | $8,948-99.5% | $114-59.6% |