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'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $5,227 |
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 | $146,448 | $79,428+84.4% | $106,548+37.4% | $79,386+84.5% |
| Participation rate | 69.9% | 74.1%-4.3pp | 76.1%-6.3pp | 70.7%-0.8pp |
| Annual return | 14.05% | 18.27%-4.2pp | 26.80%-12.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,195 | $2,234-46.5% | $2,819-57.6% | $2,427-50.8% |
| Participant deferral / active EE | $3,966 | $3,823+3.7% | $4,398-9.8% | $4,046-2.0% |
| Admin fee / account holder | $36 | $523-93.1% | $7,407-99.5% | $626-94.2% |