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 | $775 |
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 | $104,997 | $63,299+65.9% | $91,001+15.4% | $62,292+68.6% |
| Participation rate | 73.8% | 73.3%+0.5pp | 75.6%-1.8pp | 69.5%+4.3pp |
| Annual return | 16.44% | 20.99%-4.5pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,041 | $1,807-42.4% | $2,456-57.6% | $2,042-49.0% |
| Participant deferral / active EE | $3,433 | $2,943+16.7% | $3,547-3.2% | $3,169+8.3% |
| Admin fee / account holder | $4 | $468-99.1% | $5,417-99.9% | $479-99.2% |