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 | $575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,111 | $58,083+65.5% | $80,019+20.1% | $56,287+70.8% |
| Participation rate | 71.3% | 73.6%-2.3pp | 75.8%-4.5pp | 69.9%+1.5pp |
| Annual return | -3.16% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,177 | $1,932-39.1% | $2,468-52.3% | $2,111-44.2% |
| Participant deferral / active EE | $3,665 | $3,135+16.9% | $3,686-0.6% | $3,350+9.4% |
| Admin fee / account holder | $3 | $623-99.5% | $6,521-100.0% | $521-99.4% |