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 OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,046 | $53,412+61.1% | $68,509+25.6% | $52,331+64.4% |
| Participation rate | 75.3% | 71.7%+3.6pp | 74.7%+0.6pp | 68.1%+7.2pp |
| Annual return | 1.36% | 3.42%-2.1pp | 8.27%-6.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,026 | $1,607-36.2% | $2,278-55.0% | $1,882-45.5% |
| Participant deferral / active EE | $3,289 | $2,688+22.4% | $3,382-2.8% | $3,022+8.8% |
| Admin fee / account holder | $5 | $461-98.8% | $5,275-99.9% | $592-99.1% |