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 | $975 |
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 | $92,575 | $56,629+63.5% | $77,999+18.7% | $55,167+67.8% |
| Participation rate | 74.7% | 73.3%+1.4pp | 75.5%-0.8pp | 69.0%+5.7pp |
| Annual return | 6.69% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,060 | $1,723-38.5% | $2,470-57.1% | $1,963-46.0% |
| Participant deferral / active EE | $3,493 | $2,777+25.8% | $3,497-0.1% | $3,054+14.4% |
| Admin fee / account holder | $5 | $467-98.9% | $5,480-99.9% | $504-99.0% |