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 | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,605 | $70,908+60.2% | $98,907+14.9% | $73,488+54.6% |
| Participation rate | 64.2% | 73.8%-9.5pp | 76.0%-11.8pp | 70.7%-6.4pp |
| Annual return | 13.23% | 34.17%-20.9pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,027 | $2,036-49.5% | $2,689-61.8% | $2,270-54.7% |
| Participant deferral / active EE | $3,396 | $3,500-3.0% | $4,244-20.0% | $3,740-9.2% |
| Admin fee / account holder | $3 | $535-99.4% | $6,642-100.0% | $513-99.4% |